Weekday news and analysis for retirement plan advisers

Wednesday, October 22, 2025 Exclusives | Awards | Research | Events

Data & Research Is the ‘4% Rule’ of Decumulation 100% Wrong? From insurance overlays to TIPS ladders, retirees have options to replenish their savings, rather than only withdrawing and risking account depletion. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

PRT Case Against Allegheny Technologies Dismissed A judge in Pennsylvania wrote that plaintiffs lack standing to sue Allegheny Technologies over a transfer of $1.5 billion in pension obligations to Athene.

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

Only 10% of Pre-Retirees Want to Wait for Maximum Social Security Benefits More than one-third of surveyed workers told Schroders they would not delay claiming Social Security until age 70 because they needed the income as soon as possible.

2025 Top Retirement Plan Adviser: Scott Ciullo Thoughts from Scott Ciullo, with KerberRose Retirement Plan Services.

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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