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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Republican Tax Bill Expands 529s and HSAs, Limits Changes to Retirement
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PLANADVISER'S 2025 Retirement Plan Adviser of the Year Winners
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Latest Equity Investment Values Hub International at $29 Billion
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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