Weekday news and analysis for retirement plan advisers

Wednesday, January 08, 2025 Exclusives | Awards | Research | Events

Deals & People Paychex Acquisition of Paycor Will Expand Client Base The provider of small business 401(k)s is poised to add 49,000 businesses to its client roster. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

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.

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

401(k) Connector Pontera Partners With Hightower Advisors The partnership will integrate Pontera’s client 401(k) oversight technology with Hightower’s advisory services.

Miller Starts CFP Board Chair Leadership The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent integration of AI.

Beyond TDFs A look at some of the leading defined contribution investment solutions competing with target date funds.

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. Retirement Experts: A Better Way To Crack the Retirement Income Nut. Guaranteed income sources can help retirees maximize Social Security benefits.

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