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Friday, February 21, 2025
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CFP Board Launches Hall of Fame
PA-121024-CFP-Board-Record-Number-of-Exam-Takers-2172527094-web
The initiative recognizes those who have advanced financial planning for the benefit of the public.
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Product & Service Launches - 2/20/25
Alera Group expands its wealth management and retirement plan solutions; Berwyn Group launches a death audit solution; J.P. Morgan launches an active ETF; and more. 
Today’s Most Read
1. More Than Half of Recent Retirees Report Regrets Over How They Saved for Retirement
2. Digital Asset Market Structure Bill Moves Forward Following Senate Committee Vote
3. ERISA Settlements Provided $68 per Plaintiff in 2025
Lower Fees Could Drive Greater Managed Account Adoption Among Plan Sponsors

A new survey finds that cost remains a key barrier to managed account adoption, but 70% of plan sponsors would consider offering them as an opt-in option if fees dropped to 10 basis points or less.

TRENDING: DC Retirement Plan Balances and Contributions Rising, Fidelity Reports
More than two-thirds (69%) of employees and 67% of employers endorse retirement plans as a ‘must-have’ employer benefit, according to Fidelity Investments’ 2025 workplace outlook report.
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.
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