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Weekday news and analysis for retirement plan advisers
Wednesday, January 14, 2026
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SEC RIA ‘Small Entity’ Redefinition Could Affect M&A
PA-092225-RIA-Acquisition-1452867553-web
If a large number of firms would be subject to less-burdensome regulatory requirements, it could lead to missteps during integration.
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Senator Elizabeth Warren Blasts Crypto in 401(k)s in Letter to SEC
The Massachusetts Democrat previously criticized adding private investments, such as digital assets, to retirement plans.
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
Many Workers, Retirees Believe $1M Needed in Retirement Savings, but Save Far Less
Multiple surveys reveal a common belief that at least $1 million is needed to retire comfortably and that feelings of anxiety around retirement have increased.
Working After Claiming Social Security ‘Quite Common,’ per Boston College
Research found that more than two-thirds of workers claiming Social Security first claimed benefits before age 67.
Are You a Top Retirement Plan Adviser?
We’re recognizing the most accomplished retirement plan advisers in the industry based on quantitative measures, such as number of plans and plan assets under advisement. Apply for the chance to be recognized at our annual Industry Leader Awards event in May in New York City.
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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