Weekday news and analysis for retirement plan advisers
Friday, February 28, 2025
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Principal Asset Management Appoints Brant Wong Head of Retirement Solutions
Wong was previously head of retirement platforms at J.P. Morgan Asset Management.
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Product and Service Launches – 2/27/25
Apollo, State Street private-debt to release new ETF; Betterment Adviser Solutions launches solo 401(k)s; LPL Financial selects SS&C to support retail alternatives business; and more.
Today’s Most Read
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Social Security Administration Changes Process to Prove Identity
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2025 PLANADVISER Top Retirement Plan Advisers
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Lockheed Martin Sued for In-House Management of 401(k) Plan
Chavez-DeRemer’s Secretary of Labor Nomination Advances to Full Senate
The Senate Committee on Health, Education, Labor and Pensions cleared President Donald Trump’s nominee to head the Department of Labor, advancing her to a full Senate vote.
TRENDING: 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.
Understanding SECURE 2.0 Student Loan Matching and Educational Benefits
Employers have options to offer student loan benefits to employees and do not need to wait for further IRS guidance to start.
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