Weekday news and analysis for retirement plan advisers

Wednesday, February 12, 2025 Exclusives | Awards | Research | Events

Compliance DOL Files to Pause Appeal of Fiduciary Rule Under the previous administration, the Department of Labor had filed notices of appeal in the fall of 2024 in two federal court rulings that stayed the implementation of the expanded fiduciary rule. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Most Advisers Say Bitcoin and Digital Assets Misaligned With Fiduciary Duty Advisers see a more favorable regulatory environment but also seek more independent education about cryptocurrency assets.

Today’s Most Read 1. 2026 PLANADVISER Adviser Value Survey 2. BlackRock Trends Report Points to More Retirement Income, Participant Communication 3. Americans Ready—but Not Prepared—to Retire

Larry Restieri to Succeed Bob Oros as CEO of Hightower Advisors During Oros’ tenure as CEO, he oversaw more than 50 M&A transactions, including the addition of NEPC, and grew assets under advisement to $1.8 trillion from $57 billion.

Schlichter Joins 401(k) Forfeiture Suit Fray The plaintiffs in the case against Charter Communications Inc. allege the telecommunications giant ‘misused’ forfeited plan assets when reducing the employer’s future matching contributions to the plan.

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