Weekday news and analysis for retirement plan advisers

Monday, November 24, 2025 Exclusives | Awards | Research | Events

In Practice The Age of Adviser Authenticity Is Here Personal branding that incorporates unique characteristics and beliefs is key to reaching and retaining clients, according to consultant Sheri Fitts. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

AT&T ERISA Complaint Dismissed by Federal Judge Plaintiffs accused AT&T of using 401(k) plan forfeitures to offset company contributions, but the judge ruled that AT&T’s actions followed decades of regulatory guidance.

Today’s Most Read 1. Federal Appeal of DOL Fiduciary Rule Ends in Circuit Court 2. A New Age for PEPs 3. TIAA, Vanguard to Offer Target-Date Lifetime Income CIT Series

National Practices, Local Advisers Centralized support teams and regional advisory offices are finding ways to balance best practices with customized workflows.

How NQDC Decisions Factor in IRS, OBBBA Rules Salary deferral decisions for next year are impacted by the IRS’ 2026 contribution limit for qualified retirement plans and the One Big Beautiful Bill Act’s provisions.

Retirement Industry Deals and People Moves – 11/21/2025 Mesirow appoints Nitay Laor as director of strategic growth and acquisitions; Wells Fargo taps Tim Froehlich as head of investment products; Manulife John Hanock welcomes Anne Thibeault as head of product; and more.

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