Weekday news and analysis for retirement plan advisers

Wednesday, July 09, 2025 Exclusives | Awards | Research | Events

Compliance Empower Responds to Private Markets Inquiry from Senator Warren The asset classes should be available to retirees to help with the ‘democratization of private investing,’ Empower CEO Edmund Murphy wrote. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

2025 Top Retirement Plan Adviser: Anthony McCracken Thoughts from Anthony McCracken Jr., with Newcleus.

Today’s Most Read 1. Ascensus to Acquire AmericanTCS 2. Steve Scanlon, Bryan Pinsky to Lead Retirement Divisions Following Equitable-Corebridge Merger 3. Ford Accused of Improper Use of Employees’ 401(k) Savings

New York City Bar Committee Makes Recommendations to Strengthen Retirement Security In a letter, the committee, comprised of legal professionals representing employee benefits stakeholders, expressed concern that legislative shifts aimed at funding tax cuts or addressing Social Security deficits might undermine the incentives driving retirement savings.

SmartAsset Ranks Hawaii, Maine as Best States for Adviser Opportunity The fintech provider ranked 44 states by assets under management available per SEC-registered adviser.

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. Real Estate’s Role in DC Plans Rich Hill, Senior Managing Director and Global Head of Research & Strategy of Principal Real Estate, tells PLANADVISER what opportunities real estate investments can offer retirement plan portfolios and what to look for when selecting them.

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