Weekday news and analysis for retirement plan advisers
Monday, June 16, 2025
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Citing Strategic Shift, SEC Withdraws 14 Biden-Era Proposals
According to the notice, the proposals cover areas such as cybersecurity, ESG disclosures and shareholder rights.
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Adviser-Developed Participant Engagement Platform Goes Live
Retirement plan adviser Shane Hanson has opened his Viserly platform to all interested advisers.
Today’s Most Read
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Trump Signs Executive Order on Private Equity in 401(k) Plans
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Recent Tax Bill Will Have 'Material Effects' On Social Security's Financial Status
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Retirement Industry Deals and People Moves- 8/8/2025
Rising Costs Add Pressure as Fewer Consumers Meet Financial Goals
Only one-third of Americans saw the financial progress they expected, according to a new report, with many relying on debt to stay afloat.
Retirement Industry Deals and People Moves – 6/13/2025
ERISApedia to join AmericanTCS business; EPIC Insurance Brokers & Consultants expands law firm group; Wagner Law Group adds to LA office; and more.
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