Weekday news and analysis for retirement plan advisers

Monday, January 06, 2025 Exclusives | Awards | Research | Events

Compliance Biden Signs Social Security Fairness Act The law will boost Social Security benefits for nearly 3 million public workers. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Amazon Employees File 401(k) Plan Forfeiture Complaint in Federal Court The online retail giant joins more than 30 plan sponsors accused of mismanaging participant forfeitures for its own gain.

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

Retirement Industry People Moves – 1/3/25 Adviser Banerjee joins SRP to lead Austin, L.A. teams; Faustino expands role at Broadridge, adds O’Brien of Cerulli; Pension Investors adds new retirement plan consultant; and more.

Nuts & Bolts: Requests for Proposal What new plan advisers need to know about RFPs from plan sponsors.

In Case You Missed It: December Special Coverage In December, we reviewed the year that was and looked ahead to 2025 in plan advisement, the retirement sector and markets.

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