Weekday news and analysis for retirement plan advisers
Monday, February 24, 2025
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Morningstar IDs Best Robo-Advisers of 2025
Vanguard Digital Advisor tops the list, followed by Fidelity Go and Betterment/Betterment Premium.
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Retirement Industry People Moves – 2/21/25
Lopes joins Nationwide retirement solutions; Pennsylvania PSERS announces retirement of executive director; Wilmington Trust names DiLuigi head of US Markets.
Today’s Most Read
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Georgia Bill Aims to Create State-Run Retirement Plan
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Edward Jones Launches Private Client Services for High-Net-Worth Clients
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TIAA Expands Annuity Availability to Its IRAs
Lawsuit Alleges Empower Misused Participant Data for Cross-Selling
Former participants of insurance company Swiss Re’s retirement plan also accused the firm of allowing the plan to pay excessive recordkeeping fees, offering underperforming investments and under-utilizing forfeiture funds.
TRENDING: Women’s Growing Financial Power Could Reshape Wealth Management, CFP Reports
As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to professional financial planners for guidance.
SECURE 2.0 Auto-Enrollment Requirement Takes Effect in 2025
Beginning this year, businesses with 10 or more employees must implement automatic enrollment and contribution escalation for new 401(k) and 403(b) plans.
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