Weekday news and analysis for retirement plan advisers

Friday, October 24, 2025 Exclusives | Awards | Research | Events

Data & Research How Advisers Right Retirement Plans Gone Awry From helping clients regain a sense of financial control to locating held-away retirement accounts, Pontera details the key roles filled by financial advisers. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Edward Jones Expands Retirement Plans With Nationwide, Voya Products Clients will also gain access to a digital third-party administrator and a digital financial wellness platform.

Today’s Most Read 1. IRS Raises 401(k) Contribution Limit to $24,500; IRA Limit to $7,500 2. Shutdown’s End Sets Stage for Retirement Plan Contribution Limits 3. Distribution Flexibility Helps Retirees Preserve Assets, per Vanguard

Workers Prefer ‘Human Touch’ During Open Enrollment Process More than six out of 10 surveyed employees wanted human interaction when discussing sensitive life events in the context of benefits support, rather than use AI and digital tools.

2025 Top Retirement Plan Adviser: Chad Noorani Thoughts from Chad Noorani, with Benefit Financial Services Group.

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