Weekday news and analysis for retirement plan advisers
Wednesday, May 14, 2025
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Deals & People
Latest Equity Investment Values Hub International at $29 Billion
T. Rowe Price, Alpha Wave Global, and Temasek were among the investors in the insurance broker and financial services firm.
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Republican Tax Bill Expands 529s and HSAs, Limits Changes to Retirement
Although retirement policy is mostly untouched, the bill would repeal section 103(e) of the SECURE 2.0 Act of 2022, that would have created a modified Saver’s Credit.
Today’s Most Read
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Why Eligible Workers Are Sitting Out on Retirement Plan Contributions
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Aging Population Will Lead to Great Wealth Transfer, Retirement Shifts
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Financial Wellness Inextricably Linked to Employee Wellness
Francisco Abril, Vice President, Financial Wellness and Employee Engagement, HUB International
A Q&A with the 2025 PLANADVISER Retirement Plan Adviser of the Year, Inclusivity and Career Development, finalist.
Douglas E. Bermudez, Managing Director, Strategic Retirement Partners
Get to know the 2025 PLANADVISER Retirement Plan Adviser of the Year finalist in the Inclusivity and Career Development category.
2026 HSA Limits Released
For 2026, the IRS defines an HDHP as a health plan with an annual deductible that is not less than $1,700 for self-only coverage or $3,400 for family coverage.
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.
2026 and Beyond: Innovation in Target Date Funds
This white paper explores the four trends that are redefining today's target date fund landscape.
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