This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better.

With almost three times that of the No. 2 state, Hawaii offers the largest consumer AUM per active adviser at $917.5 million.

Notably, the defined contribution retirement plan sector is relatively unchanged by President Donald Trump’s key legislation.

The platform also provides services for private banks, alternative asset managers and private wealth advisers.

The request, made July 1, indicates the Department of Labor is preparing PEP-related reports, per provisions in the SECURE and SECURE 2.0 Acts.

PLANADVISER: When it comes to the fintech space, I am reminded of the behavioral finance learning that too much choice means a lack of decisionmaking. For advisers looking to change their current back ...

From a retirement plan participant perspective, it’s not about which managed account provider one might find interesting, but to which providers an individual participant has access, says Chris Bailey ...

The IRS in 2023, however, reaffirmed its position that 401 (k) plan forfeitures can be used to pay plan expenses, reduce future employer contributions or to make an additional allocation to ...

UnitedHealth Group settled for $69 million a case alleging the health care giant breached its duties to participants in its 401 (k) plan and mismanaged participants’ retirement funds. A Minnesota ...

Voya Financial is collaborating with Savi, a provider of student loan and education benefits, to expand the recordkeeper’s student loan debt solutions for clients. The company said it will offer many ...

Transamerica Corp. announced the appointment of Ryan Parker as head of life distribution, effective June 9. Parker is responsible for overseeing the distribution strategy for the company’s life ...

Transamerica, SWBC Launch Pooled Plan Exchange Transamerica and SWBC launched the SWBC Retirement Plan Exchange, which will feature two ways employers can offer a retirement plan solution to employees ...