Weekday news and analysis for retirement plan advisers

Monday, December 08, 2025 Exclusives | Awards | Research | Events

In Practice Nuts & Bolts: Where Advisers Can Start With AI Advisers can turn their reluctance to use artificial intelligence into self-assured exploration of time-saving tools. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Roth Rollovers Expansion Bill Reintroduced in Congress The House and Senate bills would help workers consolidate retirement savings by allowing rollovers from Roth IRAs into employer-sponsored Roth accounts such as 401(k)s and 403(b)s.

Today’s Most Read 1. What Should Fiduciaries Expect in Health Plan Service Fee Disclosures? 2. Could Greenland Annexation Threats Lead to US Treasurys Sell-Off? 3. Busting 5 Myths About Private Market Investments

J&J Employee Benefits Case Dismissed for Second Time A federal judge ruled that allegations of Johnson & Johnson’s mismanagement of employee health plans’ prescription drug benefits remained too speculative.

Retirement Industry Deals and People Moves – 12/5/2025 DPL names chief distribution officer; Wealth Consulting Group names chief financial officer; Christopher Gandy elected president of NAIFA; and more.

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