Weekday news and analysis for retirement plan advisers

Wednesday, November 05, 2025 Exclusives | Awards | Research | Events

In Practice Do Advisers Ignore AI at Their Peril? Strategic Retirement Partners’ Jeff Cullen talks about how to use the technology in plan practices, during a PLANADVISER 360 Conference fireside chat. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Succession Planning Beyond the C-Suite Advisers discuss how they are identifying and developing future leaders across departments.

Today’s Most Read 1. Anticipating the Next Wave of ERISA Lawsuits 2. Aquarian Capital Acquires Brighthouse Financial 3. How Small Business Owners Benefit from Financial Advisers’ Help

IBM Faces ERISA Case Over TDF Performance The plan’s custom benchmark failed to properly track the investments, which underperformed similar funds, according to the plaintiffs.

Small Business Plans Have Growing Assets, Lagging Participation More than 40% of eligible small business employees do not participate in their retirement plans, according to a study by Vanguard.

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. 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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