Weekday news and analysis for retirement plan advisers

Monday, October 27, 2025 Exclusives | Awards | Research | Events

In Practice Roth Compliance Tops Advisers’ Q4 To-Do List SECURE 2.0 provisions concerning Roth catch-up contributions and plan forfeitures need to top of mind for plan advisers for the remainder of the year. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Social Security Benefits to Increase by 2.8% in 2026 The average monthly benefit for retired workers will rise to $2,064 from $2,008, starting in January, following the announcement of the annual cost-of-living adjustment.

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

Retirement Industry Deals and People Moves – 10/24/2025 Bluespring Wealth Partners adds 3 executives; Financial Planning Association appoints CEO; Envestnet names new CTO; and more.

Product & Service Launches – 10/24/2025 Franklin Templeton expands ETF offerings; ISS STOXX unveils real asset climate solutions; Aberdeen Investment expands active ETF lineup; and more.

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