Weekday news and analysis for retirement plan advisers

Wednesday, October 08, 2025 Exclusives | Awards | Research | Events

Data & Research RIAs Lead Financial Advisers in AI Tool Use Most advisers told ISS Market Intelligence they used artificial intelligence tools to summarize information, rather than for more extensive analysis. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Federal Judge Dismisses AT&T PRT Case While the Massachusetts court dismissed the pension risk transfer case against AT&T, the plaintiffs still have standing to sue.

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

TIAA Hires Rob Crothers to Head Business Development BlackRock’s former head of US retirement will lead efforts to develop strategic partnerships.

Advisory M&A News – 10/7/2025 Mercer Advisors acquires Singer Burke; King Financial Network joins Cetera’s Summit Financial Networks; BIP Wealth acquires Prehmus Financial; and more.

Industry Intel Roundup Featured Webinars PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars 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. Sponsored by ACI | November 19, 2025 Retirement Realities – What Sponsors May Be Missing What do plan sponsors believe about retirement readiness, and how does that compare to what participants actually feel? During this webinar, Glenn Dial, Senior Retirement Strategist at American Century Investments, will unpack the findings from the firm’s 12th Annual Retirement Survey. He’ll explore where sponsor and participant perspectives align – and where they diverge – on key issues like savings confidence, market risk, and retirement income expectations. Glenn will also touch on the evolving role of target date funds (TDFs) and how guaranteed income is being viewed in today’s defined contribution landscape. This session is designed to help retirement professionals better understand the sentiment gaps and take action to close them. What You’ll Learn: • Fresh insights from the 2025 Retirement Survey • Key disconnects between plan sponsors and participants • Perspectives on market risk, TDFs, and retirement income • Strategic considerations for plan design and communication Whether you're a plan sponsor, advisor, or industry stakeholder, this webinar will help you rethink how retirement plans can better serve the people they’re built for. For Financial Professional Use Only/Not For Distribution To The Public The information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice. ©2025 American Century Proprietary Holdings, Inc. All rights reserved. December 10, 2025 Alternative Investments in DC Plans A Trump executive order has opened the door for alternative investments, such as private equity and cryptocurrency, to be included in defined contribution plan investment menus, and providers have already begun offering solutions. What does the executive order say, exactly? What additional guidance is needed? What about this should advisers be discussing with their clients? Listen as industry experts discuss the potential implications for plan sponsors and participants as well as the mechanics of including alternative investments in DC plans. Sponsored by Allianz | September 18, 2025 Redefining Retirement Success: Case Studies on Guaranteed Lifetime Income Discover the changing dynamics of retirement planning with a focus on "value creation" during the decumulation phase. Join us for an insightful webinar featuring Danielle Kelso, Senior Institutional Solutions Consultant, and Matt Gray, Vice President, Employer Markets, from Allianz Life Insurance Company of North America. They will explore what constitutes success in retirement and present case studies highlighting both the quantitative and qualitative advantages of incorporating annuities into retirement portfolios. September 10, 2025 Retirement Income Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions. Sponsored by Principal | June 24, 2025 Pension risk: Strategies to help manage market volatility In recent years, many defined benefit plan sponsors have maintained significant allocations to equity investments, experiencing asset growth. Now, as market volatility threatens funding ratio gains, it’s important to consider strategies to help lock in DB plan funding gains and reduce investment risk. Get perspective and insights from defined benefit leaders as they discuss: • What to consider when implementing or adjusting a liability-driven investing (LDI) strategy • When pension risk transfer (PRT) may be an option • How consolidating services with one provider could help improve risk alignment In a challenging time for pension plan management, you can prepare to de-risk when the timing is right.

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