Weekday news and analysis for retirement plan advisers

Wednesday, November 26, 2025 Exclusives | Awards | Research | Events

In Practice Speaking the Languages of Different Generations Whether it’s through a podcast, webinar or in-person conference, each generation receives information differently, and marketing whiz Rebecca Hourihan knows how advisers can deliver it to them all.  News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Thanksgiving Break We will be off on Thursday, November 27 and Friday, November 28 and resume the newsletter on Monday, December 1. Happy Thanksgiving!

Today’s Most Read 1. Vestwell Acquires Accrue 401k, Adding 30,000 Plans 2. Market-Based Cash Balance Plans Increasingly Seen as Lifetime Income Solution 3. Nuts & Bolts: Where Advisers Can Start With AI

DOL Withdraws Appeal of Stay of 2024 Fiduciary Rule The Department of Labor’s proposed rule would have expanded the definition of a fiduciary for retirement investors, including rollovers from 401(k) accounts.

Employees, Employers Disclose Major Gaps in Retirement Awareness While plan sponsors overestimated participant preparedness, advisers can help ensure that those two groups are on the same page.

Maximum Benefit and Contribution Limits for 2026 It’s here! Check out our table of the IRS Maximum Benefit and Contribution Limits for 2026, as well as previous limits dating back to 2021.

Circuit Court Confirms Dismissal of Lawsuit Against New York Teamsters’ Pension A New York district court had previously ruled that the pension plan's investment strategy did not violate fiduciary duties.

Industry Intel Roundup Featured Thought Leadership PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring thought leadership 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. Cracking the Retirement Code: Income Replacement Rates Will future retirees have enough income to maintain their pre-retirement standard of living? A retirement plan without an income replacement plan is just a savings account, which could fall short of participants’ needs in retirement. Retirement at a Glance Stay up to date on capital markets and the retirement industry with our quick insights and information.

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