Weekday news and analysis for retirement plan advisers

Tuesday, October 14, 2025 Exclusives | Awards | Research | Events

Deals & People Jon Upham to Lead Retirement Solutions Division at Creative Planning Upham has been with SageView since 1999, when the firm had less than $1 billion in AUA and 75 clients. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

HSA Limits Rise, but Frustrated Users Leave Money Behind Half of surveyed health savings account users skip reimbursements due to process hassles, missing out on an average of $2,500 in eligible expenses each year.

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

September Sees Pickup in Fixed-Income Funds Trading September’s investors preferred safer options as the stock market hit new highs, according to Alight Solutions’ 401(k) Index.

Law Firm Faces Fine for Sharing Confidential Information With DOL Common interest agreements between legal firms and the Department of Labor have attracted prior criticism but they are less likely to occur under the Trump administration.

2025 Top Retirement Plan Adviser: Jake Connors Thoughts from Jake Connors, with Compass Financial Partners, a Marsh & McLennan Agency LLC Company.

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