Special Coverage: 2025 Year in Review
This month’s special coverage series reviews impactful developments and growing trends from this year that are influencing the retirement plan advisory space.
Missing RMDs Cost Investors $1.7B in Penalties, per Vanguard
More than half of investors with IRA balances under $5,000 missed their required minimum distribution in 2024, according...
Nurses Left Out of DOE’s Higher Loan Limits for Professional Degrees
Charles Schwab to Match Federal Contributions to Employees’ Children’s Trump Accounts
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Survey Findings
Quality and consistency of sponsor support was among the Top 5 criteria advisers use in recordkeeper selection.
Source: 2025 PLANADVISER DCIO Survey
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2026 Retirement Plan Adviser of the Year Awards
Nomination Period Open
PLANADVISER is asking for your help in identifying the best retirement plan advisers in the country. The deadline for nominations is January 9, 2026.
PLANADVISER is asking for your help in identifying the best retirement plan advisers in the country. The deadline for nominations is January 9, 2026.
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2025 DC Retirement at a Glance
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Zocks appoints AI education leader; Callodine Group hires head of intermediary distribution; NFP promotes Caleb...
Among the new appointments joining the previously announced CEO and president are Mike Goss and...
DPL names chief distribution officer; Wealth Consulting Group names chief financial officer; Christopher Gandy elected...
CAIS Advisors announces sports, media and entertainment fund; Magnifact introduces real-time annuity tracking at Revol...
Capital Group, KKR develop offerings to broaden access to private markets; Zocks, eMoney provide AI-powered...
Paychex introduces AI-driven notifications; Carefull provides security tools for Osaic; Morningstar allows Microsoft AI tools...
Mike Goss will serve as both chief revenue officer of Wealthspire and president of Wealthspire Institutional.
Osaic acquires $1.1B Veater Financial Group; Wealth Enhancement Group buys $476M hybrid RIA; Mercer Advisors...
Creative Planning acquires Marshall Financial Group; Prudential Advisors welcomes Raymond James adviser team; South Carolina...