Weekday news and analysis for retirement plan advisers
Wednesday, March 05, 2025
Exclusives
|
Awards
|
Research
|
Events
In Practice
What Recordkeepers Want From Advisers
The crux of a good partnership with an adviser is the willingness to work together, including an open dialogue about the approach to working with a client.
News Feed Quick Links
Deals & People
Practice Management
Products
Client Service
Data & Research
Investing
Compliance
Social Security Administration Announces Staff Downsizing Plans
The SSA recently set a staffing target of 50,000, down from its current level of approximately 57,000 employees, according to the announcement.
Today’s Most Read
1.
Georgia Bill Aims to Create State-Run Retirement Plan
2.
Edward Jones Launches Private Client Services for High-Net-Worth Clients
3.
TIAA Expands Annuity Availability to Its IRAs
Many Plan Sponsors Don’t Feel Responsibility for Participant Retirement Goals
MFS found that plan sponsors earned a C+ grade for their confidence in their participants’ ability to retire at the age they want, while participants themselves showed more confidence.
Treasury Secretary Bessent Announces JR Gibbens as Sovereign Wealth Fund Adviser
Gibbens joins the Treasury from the Office of Strategic Capital, a unit of the Department of Defense that invests in areas critical to national security.
Industry Intel Roundup
Featured Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars 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.
June 11, 2025
Retirement Plan Advisers of the Year in Conversation
2025 Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Join us with your questions.
September 10, 2025
Retirement Income
Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions.
December 10, 2025
Year in Review
Some of the top advisers of 2025 discuss their successes and challenges during the year. They’ll share their thoughts on changes in the retirement plan industry and what they’ve learned that could be helpful in the year ahead.
March 12, 2025
Understanding Adviser Value
We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers’ impact on plan design and governance and what plan sponsors identify as the benefits of partnering with a retirement plan adviser. Listen as some of the top advisers discuss services they provide and strategies for showcasing adviser value to both current and prospective clients.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
Unsubscribe
|
Manage Subscriptions
|
Contact Us
Copyright ©2025 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
![PAMarOSC2-RK-Adv-Co-opetition-Clara-San-Millan-web[1]](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2025/03/03204128/PAMarOSC2-RK-Adv-Co-opetition-Clara-San-Millan-web1-432x243.jpg)
