Weekday news and analysis for retirement plan advisers

Thursday, November 07, 2024 Exclusives | Awards | Research | Events

In Practice How Plan Advisers Are Reacting to Trump Election Win Retirement plan advisers weigh in on post-election market impacts, retirement strategies and the overall economic outlook. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

ERISA Experts See Regulation Pullback as Key Theme of Trump Rule A Trump administration and likely Republican-led Congress will create opportunities in many areas of retirement advisement, but they will also bring setbacks, according to ERISA pros.

Today’s Most Read 1. Nearly Half of Retirees Have No Formal Decumulation Strategy 2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO 3. 401(k)s and the Courts in 2025

SEC Inspector General Warns of More Lawsuits After Chevron In its annual report, the SEC auditor warned of litigation related to current and future rules; separately, the ASA called on SEC Chair Gensler to step down.

Maximum Benefit and Contribution Limits Table 2025 Maximum Benefit/Contribution Limits for 2020 through 2025, with a downloadable PDF of limits from 2015 to 2025.

Tracking the Evolution of PEPs Pooled employer plans have gained traction in their nearly four years of existence, and their use cases are evolving beyond an initial target of small plan startups.

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