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Weekday news and analysis for retirement plan advisers
Thursday, February 27, 2025
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Money Market Funds Damaged by ‘Flawed’ SEC Amendments
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According to the Investment Company Institute, the most significant changes were made without public input. 
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Legislation Reintroducing CITs to 403(b) Plans Gains Momentum
Collective investment trusts would provide increased choice and flexibility, says Equitable’s Fred Makonnen.
Today’s Most Read
1. Georgia Bill Aims to Create State-Run Retirement Plan
2. Edward Jones Launches Private Client Services for High-Net-Worth Clients
3. The Importance of Leveraging Technology to Improve Financial Wellness
Expedited Payments From Social Security Fairness Act Coming Soon
Starting this week, the Social Security Administration is making retroactive payments because of changes to the WEP and GPO, with increases to monthly payments up next.
Morningstar IDs Best Robo-Advisers of 2025
Vanguard Digital Advisor tops the list, followed by Fidelity Go and Betterment/Betterment Premium.
Is SECURE 3.0 on the Horizon?
The industry contemplates the future of policy evolution.
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