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Friday, November 07, 2025
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How Small Business Owners Benefit from Financial Advisers’ Help
PSPA-110525-Impact-of-Financial-Professionals-on-SMB-Owners-2161493022-web
Small business owners who work with a financial professional expect to retire seven years earlier, according to an Equitable and SCORE study.
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Compliance
Can the PBGC Keep Protecting DB Participants?
Two attorneys specializing in ERISA made a case that defined benefit plan participants still deserve federal protection under the Pension Benefit Guaranty Corporation.
Today’s Most Read
1. Market-Based Cash Balance Plans Increasingly Seen as Lifetime Income Solution
2. TIAA, Vanguard to Offer Target-Date Lifetime Income CIT Series
3. House Committee Advances Bipartisan ‘INVEST’ Act
Product & Service Launches – 11/6/2025
AE Wealth Management releases AE Private Exchange; Benegames launches MaxHSA; and CWAN introduces AI platform.
2025 PLANADVISER Emerging Leader: Leslie Ballantine

Leslie Ballantine, Retirement Plan Adviser at Shepherd Financial, shares how she defines success in her role.

2025 PLANADVISER Excellence In Operations Winner: Chelsie Andrews

Chelsie Andrews, Chief Operating Officer at Deschutes Investment Consulting LLC, shares how she overcomes challenges.

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