Weekday news and analysis for retirement plan advisers

Friday, January 03, 2025 Exclusives | Awards | Research | Events

Client Service Crossmark’s Doll Projects Fewer Tailwinds and More ‘Tail Risks’ in 2025 Anticipate slower economic growth, persistent inflation and widening credit spreads, says market forecaster Bob Doll. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Verizon, SSGA Face Complaint About $5.9B PRT Transaction Law firm Edward Stone is representing three former employers who allege Prudential and RGA group annuity contracts are not the ‘safest available’ for their retirement pensions.

Today’s Most Read 1. 401(k) Excessive Fee Litigation Spiked to ‘Near Record Pace’ in ’24 2. Transamerica Introduces New Logo 3. John Hancock Retirement Announces Partnership With Vestwell

Product and Services Launches – 1/2/25 PGIM adds 2 Buffer ETF series and laddered buffer ETF to lineup; GROUPIRA launches IRA rollovers with Microsoft Azure; Closed-end funds advised by Franklin Templeton Fund Adviser announce retirement of directors.

IRS Issues Covered Compensation Tables for 2025 Plan Year The tables show plan sponsors how to determine contributions to qualified plans with permitted disparities.

How TDFs Are Evolving Personalizing glide paths by drawing on data from recordkeepers may help lead to better participant outcomes.

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