Weekday news and analysis for retirement plan advisers

Tuesday, March 04, 2025 Exclusives | Awards | Research | Events

In Practice What Makes the Best Dynamic Adviser-Recordkeeper Partnerships? Advisers tell us what they look for in recordkeepers, from a willing approach to administrative grunt work to the ‘critical’ value of high-level service. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

What DOL Layoffs Could Portend for EBSA's Future Probationary employees and the head of the agency’s division of employee ownership were recently terminated amid President Donald Trump’s efforts to reduce the federal workforce.

Today’s Most Read 1. Social Security Administration Changes Process to Prove Identity 2. 2025 PLANADVISER Top Retirement Plan Advisers 3. Lockheed Martin Sued for In-House Management of 401(k) Plan

Private Equity on Comeback Trail for 2025, Says McKinsey In 2024, private equity returns declined to 3.8%, the third consecutive year in which the public markets outperformed the asset class, according to the consulting firm McKinsey & Co.

Participant Data at Community Colleges, Public Schools Exposed in Breach at TPA A third-party administrator of 403(b) and 457(b) plans experienced a cyber breach last month, exposing sensitive information of more than 48,400 retirement plan participants.

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