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Weekday news and analysis for retirement plan advisers
Tuesday, November 25, 2025
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42% of Full-Time US Workers Lack Access to Retirement Plan
PSPA-112425-EIG-Report-2232607872
New federal data show more than 40 million private sector workers are left unaddressed.
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Compliance
US Treasury to Bar Undocumented Immigrants from Saver’s Match
The SECURE 2.0 Act previously said undocumented immigrants become eligible for tax credits if they are married to a US citizen and treated as a US resident for tax purposes.
Today’s Most Read
1. Vestwell Acquires Accrue 401k, Adding 30,000 Plans
2. Wealthspire Names 9 Executives
3. Managed Accounts, TDFs or Both?
SEC Commissioner Uyeda Blasts ‘Paternalistic’ Protection of 401(k) Investors
In recent remarks, Uyeda said policymakers needed to ‘provide guardrails, not gates’ for private equity, private credit and other nonpublic investments in retirement plan portfolios.
Vanguard Finds Consumers Want 2026 Financial Reset
After falling short of savings goals in 2025, many respondents in a Vanguard survey said they were entering the new year with renewed financial optimism.
2026 Retirement Plan Adviser of the Year Awards Nomination Period Open
Nominations are now being accepted in six categories. The deadline for nominations is December 31, 2025.
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