Weekday news and analysis for retirement plan advisers

Tuesday, March 18, 2025 Exclusives | Awards | Research | Events

Awards 2025 PLANADVISER Retirement Plan Adviser of the Year finalists: Closing the Coverage Gap Today we are pleased to announce the eight finalists across the two categories of Closing the Coverage Gap—MEPs/PEPs and Closing the Coverage Gap—Micro/Startup Plans. These finalists demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Financial Advisers Hone In on Private Infrastructure Investments Private equity remains the largest private markets investment by far, according to a Hamilton Lane survey.

Today’s Most Read 1. MEP Plan Participants Win in Jury Trial Against Pentegra 2. Concern About More Litigation Follows Supreme Court’s Cornell Decision 3. Beyond the Annuity Puzzle: Rewiring the Psychology of Lifetime Income

Americans Want Support With Tax-Smart Strategies More than half of those aged at least 55do not understand strategies to make their retirement income more tax efficient, according to an Edelman Financial Engines survey.

Access Gaps Remain as State-Facilitated Retirement Plans Near $2B Nearly half (47%) of U.S. private sector workers still lack access to workplace retirement plans, according to Georgetown University’s Center for Retirement Initiatives.

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