Weekday news and analysis for retirement plan advisers

Wednesday, March 19, 2025 Exclusives | Awards | Research | Events

Awards 2025 PLANADVISER Retirement Plan Adviser of the Year finalists: Inclusivity and Career Development and 403(b) Plan Service Today we are pleased to announce the eight finalists across the two categories of Inclusivity and Career Development and  403(b) Plan Service. 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

John Hancock Retirement Announces Suite of Adviser-Centric Plan Solutions The company is committed to being the ‘partner of choice’ for intermediaries, according to Wayne Park, John Hancock’s retirement CEO.

Today’s Most Read 1. Why Eligible Workers Are Sitting Out on Retirement Plan Contributions 2. Aging Population Will Lead to Great Wealth Transfer, Retirement Shifts 3. Financial Wellness Inextricably Linked to Employee Wellness

JPMorgan Sued Over Stable Value Fund in 401(k) Menu The company was accused of using an in-house stable value investment that underperforms competitors.

Pension Risk Transfer Just Shy of Record Year in 2024 According to LIMRA, 14 carriers reported more than $1 billion in pension risk transfer sales during 2024.

Industry Intel Roundup Featured White Paper PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring white papers 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. 2026 and Beyond: Innovation in Target Date Funds This white paper explores the four trends that are redefining today's target date fund landscape.

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