Weekday news and analysis for retirement plan advisers

Monday, February 10, 2025 Exclusives | Awards | Research | Events

Compliance What to Know About Part-Time Employee Eligibility for Retirement Plans Effective January 1, the SECURE 2.0 Act makes part-time employees who have met service criteria eligible for employer-sponsored retirement plans. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Retirement Industry People Moves - 2/7/25 Newfront Retirement Services adds associate vice presidents; CFP Board announces CEO Keller to retire in 2026; Focus Financial Partners names new CFO; Wagner Law Group welcomes a new partner; and more.

Today’s Most Read 1. 2025 PLANADVISER Top Retirement Plan Advisers 2. Social Security Administration Changes Process to Prove Identity 3. Lockheed Martin Sued for In-House Management of 401(k) Plan

2024 Sees Net Inflows of $3.1B to 529 Tuition Savings Plans A provision of the SECURE Act 2.0 of 2022 that permits certain assets saved for education to be rolled over into retirement accounts is expected to broaden the appeal of tax-advantaged tuition savings plans in coming years.

Legal & General to Sell 20% Stake in PRT Business In addition to the pension risk transfer stake, Japanese insurer Meiji Yasuda will acquire all of L&G’s U.S. protection business in a total $2.3 billion deal.

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