Weekday news and analysis for retirement plan advisers

Wednesday, March 12, 2025 Exclusives | Awards | Research | Events

Data & Research The Importance of Leveraging Technology to Improve Financial Wellness Although 94% of employers reported in a recent survey that they are responsible for their employees’ financial well-being, only 57% actually do something about it. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Georgia Bill Aims to Create State-Run Retirement Plan The Peach State Saves program would automatically enroll eligible workers in a Roth IRA.

Today’s Most Read 1. 2025 PLANADVISER Top Retirement Plan Advisers 2. Social Security Administration Changes Process to Prove Identity 3. Lockheed Martin Sued for In-House Management of 401(k) Plan

Trump Nominates Dhillon to Lead PBGC Janet Dhillon was the Equal Employment Opportunity Commission chair under President Donald Trump.

PLANSPONSOR Roadmap: Health Plan Fiduciary Duties Join PLANSPONSOR for a livestream series in April, during which plan sponsors and advisers will gain education and resources from experts about Consolidated Appropriations Act provisions and optimal ways to implement them, as well as learn how to apply a fiduciary process to health benefit plans.

Industry Intel Roundup Featured Webinars PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars 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. June 11, 2025 Retirement Plan Advisers of the Year in Conversation 2025 Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Join us with your questions. September 10, 2025 Retirement Income Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions. December 10, 2025 Year in Review Some of the top advisers of 2025 discuss their successes and challenges during the year. They’ll share their thoughts on changes in the retirement plan industry and what they’ve learned that could be helpful in the year ahead. March 12, 2025 Understanding Adviser Value We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers’ impact on plan design and governance and what plan sponsors identify as the benefits of partnering with a retirement plan adviser. Listen as some of the top advisers discuss services they provide and strategies for showcasing adviser value to both current and prospective clients. December 18, 2024 Year in Review Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.

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