Weekday news and analysis for retirement plan advisers

Thursday, October 09, 2025 Exclusives | Awards | Research | Events

Deals & People Creative Planning to Acquire SageView Advisory Group The combination of the two firms will have more than 550 advisers and represent $640 billion in total client assets.  News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Fear of Litigation Impacts DC Plan Services, Investments One in four respondents told the American Benefits Council they decided against providing more benefits to plan participants out of concern of facing lawsuits.

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

Senate Confirms Janet Dhillon to Lead Pension Benefit Guaranty Corporation Securities and Exchange Commissioner Paul Atkins was also reappointed to a five-year term from 2026 through 2031.

Inflation Wears Down Middle Class Financial Resilience Middle class households can handle rising prices and unexpected expenses, but their overall financial well-being is slipping, according to the American Council of Life Insurers.

2025 Top Retirement Plan Adviser: Sean Bjork Thoughts from Sean Bjork, with Bjork Asset Management.

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