Weekday news and analysis for retirement plan advisers

Friday, May 09, 2025 Exclusives | Awards | Research | Events

Surveys 2025 PLANADVISER Adviser Value Survey From investment policies to investment evaluations to the benchmarking of costs, defined contribution plans benefit when an adviser is involved, the 2025 PLANADVISER Adviser Value Survey shows. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Justin Londergan, Partner, Ardea Fiduciary Advisors A Q&A with the 2025 PLANADVISER Retirement Plan Adviser of the Year, 403(b) Plan Service, finalist.

Today’s Most Read 1. What to Know About GOP's Proposed 'Trump Accounts' 2. Embracing AI to More Efficiently Process Retirement Plan Documents 3. Senate Bill Supports Retirement Plan Reenrollment

Phillip Sherman, Senior Retirement Plan Consultant, Deschutes Investment Consulting LLC Get to know the 2025 PLANADVISER Retirement Plan Adviser of the Year finalist in the 403(b) Plan Service category.

Product and Service Launches – 5/9/25 Vanguard debuts gen AI tool to enhance adviser-client communications; World Investment Advisors gets access to Pontera’s platform; Integrated Partners implements fraud tools to protect clients; and more.

Forfeitures Class Action Against Kaiser Foundation Dismissed A federal judge in the Central District of California dismissed the claim that the plan sponsor’s use of forfeited assets violated ERISA.

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