Weekday news and analysis for retirement plan advisers

Friday, March 14, 2025 Exclusives | Awards | Research | Events

In Practice FinTech, AI Tools to Ease Administration and Expand Financial Planning Access At a recent conference, fintech leaders discussed how artificial intelligence and technology can both improve retirement plan administration and provide investors with increased access to financial planning and personalized advice. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Finances a Top Source of Stress for Most Women With uncertainty and financial anxiety on the rise, there is much opportunity for advisers to help women reach financial goals.

Today’s Most Read 1. Private Assets an Uncertain Certainty for DC Plans 2. Arizona Judge Does Not Dismiss ERISA TDF Lawsuit 3. Retirement Plan ‘Leakage’ Rises Slightly Due to Hardship Expenses

Product and Service Launches – 3/13/25 Apollo, Athene and Motive Partners purchase a guaranteed income provider; Capital Group launches 8 model ETF portfolios; Lane42 Investment Partners launches as alternative asset management firm and more.

Deadline for Retirees Taking Their First RMDs is April 1 The IRS rule applies to all traditional IRA owners and most participants in workplace retirement plans.

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