Weekday news and analysis for retirement plan advisers

Tuesday, July 08, 2025 Exclusives | Awards | Research | Events

Compliance DOL Submits Request for Information About PEPs to OMB The request, made July 1, indicates the Department of Labor is preparing PEP-related reports, per provisions in the SECURE and SECURE 2.0 Acts. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Despite Enthusiasm, Employees Underwhelmed About AI’s Potential According to two different surveys, employers must go beyond just providing access to AI and do more to train their employees.

Today’s Most Read 1. Ascensus to Acquire AmericanTCS 2. PLANADVISER 2026 Retirement Plan Adviser of the Year Winners 3. Steve Scanlon, Bryan Pinsky to Lead Retirement Divisions Following Equitable-Corebridge Merger

Retirement Industry Responds to Passage of ‘Big Beautiful Bill’ Notably, the defined contribution retirement plan sector is relatively unchanged by President Donald Trump’s key legislation.

Aquiline Acquires SEI Family Office Services Unit The platform also provides services for private banks, alternative asset managers and private wealth advisers.

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