Weekday news and analysis for retirement plan advisers

Wednesday, March 26, 2025 Exclusives | Awards | Research | Events

In Practice Tech Issues at Forefront of Wealth Managers' Focus, Says Wipfli Report The report notes that advances in technology also come with hurdles such as high costs, integration with existing systems, and data privacy and security. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

JPMorgan Introduces 2025 College Planning Essentials Guide The asset management firm found that financial aid has not kept pace with the rising cost of college tuition, with families now shouldering 48% of college expenses.

Today’s Most Read 1. What Should Fiduciaries Expect in Health Plan Service Fee Disclosures? 2. Annuities Options Get Bipartisan Backing in House Hearing 3. Busting 5 Myths About Private Market Investments

Wells Fargo Health Plan Lawsuit Dismissed The judge argued that the allegations were too speculative to show concrete individual harm and too conjectural to show redressability.

PLANSPONSOR Roadmap: Health Plan Fiduciary Duties Starting next week! Join PLANSPONSOR for a livestream series throughout the month of April during which plan sponsors and advisers will gain education and resources from experts about Consolidated Appropriations Act provisions and optimal ways to implement them, as well as learn how to apply a fiduciary process to health benefit plans.

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.

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2026 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850