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Weekday news and analysis for retirement plan advisers
Wednesday, February 25, 2026
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Awards
2026 Adviser Choice Award Winners
This year, 20 firms are recognized for excellence in investments and recordkeeping, based on the results of the 2025 PLANADVISER Retirement Plan Adviser Survey.
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Target-Date Assets Grew 21% in 2025
Assets in TDFs with embedded income grew 39% last year, according to Sway Research.
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
Fidelity: Private Equity Reigns Over M&A Year
Mergers and acquisitions of RIAs have more than doubled between 2020 and 2025, and nearly three-quarters of last year’s strategic acquirers were backed by private equity.
IRS Postpones RMD Rules
Rules governing required minimum distributions from retirement accounts, first proposed in February 2022, will not take effect until at least 2027.
Carta Partners With Vestwell, Morgan Stanley on Retirement Planning Service
Carta 401(k) provides retirement guidance to high-growth companies using technology from Vestwell and oversight from Morgan Stanley.
DOL Proposal Requires Retirement Plans to Offer Yearly Paper Statements
Plan administrators would need to mail annual paper benefit notices and allow more paper opt-ins in compliance with the SECURE 2.0 Act.
Industry Intel Roundup
Featured Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
Preparing Americans for a Dignified Retirement

The new president of Nationwide Retirement Solutions discusses his strategic vision and the role of advisers.
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