Weekday news and analysis for retirement plan advisers
Friday, May 02, 2025
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Regulators Urged to Take Risk-Based Approach Toward AI
A recent SEC-hosted roundtable addressing artificial intelligence highlighted the risks and rewards of its usage in financial services.
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Christopher DeAndrea, Director of Retirement Plan Consulting, Webber Advisors
A Q&A with the 2025 PLANADVISER Retirement Plan Adviser of the Year, Closing the Coverage Gap — Micro/Startup Plans, finalist.
Today’s Most Read
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Lawsuit Filed Against TIAA Alleging Mismanagement of Employee Retirement Funds
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Survey Finds Participants Want Retirement Plans to Support Guaranteed Income
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Bill Allowing CITs in 403(b) Plans Advances in House
Marshall Dodge, Director of Retirement Plans, The Bulfinch Group
Get to know the 2025 PLANADVISER Retirement Plan Adviser of the Year finalist in the Closing the Coverage Gap — Micro/Startup Plans category.
Product and Service Launches – 5/2/25
401Go expands its retirement offerings; Schwab Retirement Plan Services adds tools via Candidly; Edward Jones adds alternative investments to private client offering; and more.
Plan to Cut Federal Employee Pensions Advances in House
The measure passed the House Oversight Committee, 22 to 21, with Representative Michael Turner, R-Ohio, joining Democrats in opposition, and is expected to move to the Budget Committee.
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