Weekday news and analysis for retirement plan advisers

Monday, October 06, 2025 Exclusives | Awards | Research | Events

Data & Research Cognitive, Physical Decline Increase Financial Risk for Older Adults An advisory firm with a client base with a median age of 65 has about 14% of its revenue controlled by clients with Alzheimer’s disease. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Fiduciary Rules for ‘Trump Accounts’ Still Unsolved Many logistical issues remain for the pilot program that will open $1,000 investment accounts for newborn U.S. citizens.

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

New York to Launch State Retirement Savings Program This Fall Qualifying employers will have nine months to register in the New York State Secure Choice Savings Program, upload employee data and start deductions.

Retirement Industry Deals and People Moves – 10/3/2025 Cetera names community leader of RIA Blueprint; Ashton Thomas names Doug Hagan as CIO; NFP adds 2 benefits vice presidents; and more.

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