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Friday, March 21, 2025 Exclusives | Awards | Research | Events

Awards 2025 PLANADVISER Top Retirement Plan Advisers PLANADVISER is pleased to reveal the 2025 PLANADVISER Top Retirement Plan Advisers! This  designation recognizes the top retirement plan advisers in the industry based on quantitative measures. This year’s Top Retirement Plan Advisers list contains 249 advisers who stand out for their service of all types of retirement plans.  News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Product and Service Launches – 3/21/25 PensionBee adds Roth, traditional contribution capabilities; SMArtX Advisory Solutions adds 5 strategies; October Three expands retirement plan; and more.

Today’s Most Read 1. DOL Completes Proposed Rule on Alternative Investments in DC Plans 2. ‘Hyper-Personalized’ AI Tools Could Add $405M in Retirement AUA by 2034 3. Human Interest Announces Price Match Guarantee

Lockheed Martin Sued for In-House Management of 401(k) Plan The lawsuit alleges that Lockheed Martin used underperforming target-date funds with high fees in its 401(k) plans for the company’s own benefit.

PGIM Talks Deglobalization’s Portfolio Implications In New Report Research from the asset manager shows the world is in an era of two tracks—the 25% now deglobalizing and the 75% still integrating into the world economy.

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