Weekday news and analysis for retirement plan advisers

Thursday, March 20, 2025 Exclusives | Awards | Research | Events

Awards 2025 PLANADVISER Retirement Plan Adviser of the Year finalists: Plan Participant Service and Plan Sponsor Service Today we are pleased to announce the twelve finalists across the two categories of Plan Participant Service and Plan Sponsor 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

New AssetMark Program Educates Advisers About Succession Planning The Ascent program offers tailored training and resources to help advisers plan for succession and ensure the continuity of their businesses.

Today’s Most Read 1. Trump Issues Executive Order About PBM Compensation 2. Supreme Court Rules For Workers in Cornell 403(b) Plan Lawsuit 3. Comparing Insured and Non-Insured Payout Options

401(k)s Not the Place for Private Equity, Says Johns Hopkins Study New research, focused on 19 of the 25 largest U.S. private equity-leveraged buyout families, argues private equity is riskier than the publicly traded funds in which defined contribution plans typically invest.

Younger, Do-It-Yourself Investors Interested in Human Financial Advice A J.D. Power study finds traditional wealth management firms may be missing out on attracting younger investors.

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