Weekday news and analysis for retirement plan advisers

Wednesday, June 18, 2025 Exclusives | Awards | Research | Events

Compliance Senate GOP Releases Tax Plan, With Some Key Changes From House Version The bill calls for raising the U.S. debt limit by $5 trillion, up from the House version increase of $4 trillion. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

J.P. Morgan 401(k) Funds Forfeiture Case Dismissed A federal judge dismissed the case with prejudice, meaning a new case could not be filed in the district.

Today’s Most Read 1. Supreme Court Seeks Input from Solicitor General in 401(k) Fees Case  2. Parties Agree to $48.5M Settlement in Pentegra Fiduciary Breach Case 3. Auto-IRA Program Approved by Massachusetts Legislature

Voya Collaborates With Savi for Student Loan Debt Offerings The company said it will offer many Savi guidance features at no charge to employers or their employees.

PBGC Inspector General Warns of Added $6B in Costs to SFA Program A recent court ruling allowed previously excluded terminated and insolvent plans to resubmit applications for special financial assistance, enacted by the American Rescue Plan Act.

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. How Advisers Can Help Plan Sponsors Navigate Demographic Shifts Retirement plan advisers can help plan sponsors with risk management and plan funding to address changing needs of the workforce, according to an expert from Massachusetts Mutual Life Insurance Company.

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