Weekday news and analysis for retirement plan advisers

Thursday, November 20, 2025 Exclusives | Awards | Research | Events

Data & Research Rise in Savings, Markets Drive Fidelity Retirement Accounts to Record Highs 401(k), IRA and 403(b) balances each increased by 5% since the second quarter of the year, according to Fidelity's ‘Q3 2025 Retirement Analysis.’ News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Auto-Features Offer Advantages for Plan Participants, Employers Employers may hesitate to add automated features to retirement plans due to costs, but Principal and other experts warn that the costs of not using auto-enrollment and auto-escalation could be greater.

Today’s Most Read 1. Vestwell Acquires Accrue 401k, Adding 30,000 Plans 2. Wealthspire Names 9 Executives 3. Managed Accounts, TDFs or Both?

Dimensional’s ETF Share Classes Get Official SEC Approval The U.S. government shutdown delayed the official approval, but now Dimensional can manage both exchange-traded fund classes and mutual fund classes within the same fund structure.

Advisory M&A News – 11/19/2025 LPL Financial takes minority ownership of Private Advisor Group; Beacon Pointe acquires Hemington Wealth Management; Mai acquires Court Place Advisors; and more.

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