Weekday news and analysis for retirement plan advisers

Monday, November 03, 2025 Exclusives | Awards | Research | Events

In Practice Retirement Pros Urge Caution With Alts in DC Plans A recent panel of retirement and investment professionals argued for a slow and documented adoption process when including private assets in defined contribution plan menus.  News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Guideline Accused of Corporate Espionage by Human Interest Sharing trade secrets and other proprietary data are among the allegations made against Guideline and two former HI employees.

Today’s Most Read 1. IRS Raises 401(k) Contribution Limit to $24,500; IRA Limit to $7,500 2. Anticipating the Next Wave of ERISA Lawsuits 3. Shutdown’s End Sets Stage for Retirement Plan Contribution Limits

Roth’s Role in Plan Distributions The retirement industry can still make big strides to help participants realize tax-advantaged strategies when taking plan distributions.

Understanding Distribution Taxes and Penalties Knowing how participants will, or won't, be taxed on their DC plan distributions

Retirement Industry Deals and People Moves – 10/31/2025 Venable adds Jennifer Campbell to private wealth planning group; Lincoln Financial appoints John Morriss as EVP, CIO; FSI names Andrew Hartnett VP of regulatory affairs and deputy general counsel; and more.

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