Weekday news and analysis for retirement plan advisers
Monday, May 12, 2025
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C-Suite Prioritizes a Shift to Proactive Management
According to PR firm Padilla, 67% of executives report their employees are ready to support change initiatives, and leaders are prepared to capitalize on that.
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Sean Bjork, President, Bjork Asset Management
A Q&A with the 2025 PLANADVISER Retirement Plan Adviser of the Year, Plan Participant Service, finalist.
Today’s Most Read
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EBSA Nominee Says He Will End 'Regulation by Litigation'
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Industry Access to Managed Account Platforms
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Could Managed Accounts Replace TDFs as Plan QDIAs?
Jim Keenehan, Senior Consultant, HUB International
Get to know the 2025 PLANADVISER Retirement Plan Adviser of the Year finalist in the Plan Participant Service category.
SEC Guidance Clarifies Insider Trading Rules for 401(k) Brokerage Windows
The Securities and Exchange Commission clarified what applies when a 401(k) plan participant subject to insider trading rules sells company stock through a self-directed brokerage window.
Retirement Industry People Moves - 5/9/2025
Schwab Advisor Services names managing director of relationship management; Manulife John Hancock Investments names a retirement investment consultant; Nationwide Retirement hires a divisional sales manager; and more.
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