Weekday news and analysis for retirement plan advisers

Tuesday, October 07, 2025 Exclusives | Awards | Research | Events

Compliance Social Security Commissioner Bisignano Named ‘CEO’ of IRS Frank Bisignano is the first commissioner charged with overseeing operations of both government agencies. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

‘Complex Challenges’ Ahead as SEC Nears Dual-Share-Class Approval Since April, the Investment Company Institute has looked into what asset managers may need to launch exchange-traded-fund share classes within existing mutual fund portfolios.

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

World Investment Advisors Names Edward Walters as President Current CEO Troy Hammond, founder of the firm, will step down at the end of the year.

Greenspring Advisors, Wealthstream Advisors Announce Merger The combined advisory firm has more than $10 billion in private client and institutional assets.

Nationwide Annuity Names Kush Kotecha as President Craig Hawley, the outgoing president, was promoted to lead Nationwide’s financial services division.

IRS Shares First Look at Revised ‘Saver’s Credit’ Form The 2025 income limit for the tax credit for lower-income workers who save for retirement will increase slightly to $39,500 for individuals.

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