Weekday news and analysis for retirement plan advisers
Wednesday, January 22, 2025
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Trump Names Acting Secretary for Department of Labor
The acting secretary will run the DOL
while
Trump’s nominee
for
secretary of labor
, Lori Chavez-DeRemer, awaits
confirmation
.
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Advisory M&A News – 1/21/25
Waverly Advisors acquires Dickinson Investment Advisors; Integrated Partners expands West Coast Footprint with addition of RetirementDNA; Concentric Wealth Management joins MAI Capital Management.
Today’s Most Read
1.
Answering Questions About SECURE 2.0 Catch-Up Provisions
2.
Income Target-Funds Reach $22B in Assets in 2024
3.
DC Retirement Plan Balances and Contributions Rising, Fidelity Reports
2025 Retirement Outlook: Tax Changes, Cryptocurrency Trends and Litigation Reforms
According to experts at T. Rowe Price, plan sponsors should anticipate policy updates and possible litigation reforms in 2025.
Q&A: Seeking a More Perfect TDF
Philip Chao discusses his near-10-year path to creating a personalized target-date fund investment option for plan sponsors.
Apply to Plan Sponsor of the Year Awards
PLANSPONSOR is opening its Plan Sponsor of the Year awards to closed MEPs and to PEPs. Only the pooled plan provider, or PPP, of a PEP can apply, and only the sponsoring entity of a closed MEP can apply. If we have enough entries, we will recognize these categories in the 2025 awards program. If you are the PPP of a PEP or the sponsor of a closed MEP and would like to apply, email
awards@issmediasolutions.com
, and we will send you a link to the application.
Industry Intel Roundup
Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars 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.
March 12, 2025
Understanding Adviser Value
We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers’ impact on plan design and governance and what plan sponsors identify as the benefits of partnering with a retirement plan adviser. Listen as some of the top advisers discuss services they provide and strategies for showcasing adviser value to both current and prospective clients.
June 11, 2025
Retirement Plan Advisers of the Year in Conversation
2025 Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Join us with your questions.
September 10, 2025
Retirement Income
Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions.
December 10, 2025
Year in Review
Some of the top advisers of 2025 discuss their successes and challenges during the year. They’ll share their thoughts on changes in the retirement plan industry and what they’ve learned that could be helpful in the year ahead.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
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