Weekday news and analysis for retirement plan advisers
Wednesday, January 29, 2025
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Deals & People
Carson Group Acquires Carson Wealth Chicago
In a separate transaction, the Carson Group added an advisory team based in Roseville, California.
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Compliance
Education and Workforce Committee Renews Call to Probe EBSA for Alleged ‘Power Abuse’
The committee has once again urged the Department of Labor’s Office of Inspector General to investigate claims that the Employee Benefits Security Administration disclosed confidential plan information to a plaintiff’s attorney.
Today’s Most Read
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Answering Questions About SECURE 2.0 Catch-Up Provisions
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Income Target-Funds Reach $22B in Assets in 2024
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DC Retirement Plan Balances and Contributions Rising, Fidelity Reports
Industry Groups Push to Dismiss PRT Lawsuit Against Bristol-Myers Squibb
In an amicus brief, several advocacy groups warned that letting the lawsuit proceed past a motion to dismiss could open the door to a wave of frivolous lawsuits.
2025 PLANADVISER Top Retirement Plan Advisers Entry Period Is Open
Advisers named to the list will be celebrated at the PLANADVISER Industry Leader Awards in May.
Nuts & Bolts: Best Practices in Target-Date-Fund Selection
Industry experts discuss key considerations when picking the right TDFs for a plan.
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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