Weekday news and analysis for retirement plan advisers

Wednesday, May 07, 2025 Exclusives | Awards | Research | Events

In Practice AI and the Future of Participant Services Use cases for both generative and agentic artificial intelligence continue to expand, especially in areas like participant education and personalized experiences. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Phillip Senderowitz, Managing Director, Strategic Retirement Partners 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 1. Lawsuit Filed Against TIAA Alleging Mismanagement of Employee Retirement Funds 2. Survey Finds Participants Want Retirement Plans to Support Guaranteed Income 3. Bill Allowing CITs in 403(b) Plans Advances in House

Jared Shaft, Managing Director, Accelerate Retirement Get to know the 2025 PLANADVISER Retirement Plan Adviser of the Year finalist in the Closing the Coverage Gap — Micro/Startup Plans.

Senate Bills Aim to Clarify Social Security Terminology, Statements The number of pending Social Security claims for retirement, survivor and health insurance has dramatically increased this year.

DOL Funding Cut by 26% in Trump Budget Proposal Trump’s proposed cuts would slash about $3.63 billion from the DOL.

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. 2025 DC Retirement at a Glance Stay up to date on capital markets and the retirement industry with quick insights and information from MFS®. U.S. Rep Movement Report Rep Movement remained steady in 2024. Understand the key industry trends and how to reach advisers.

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