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.

According to the study, Hawaii and Maine ranked Nos. 1 and 2 as the states with the most potential AUM available per adviser registered with the Securities and Exchange Commission.

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.

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

President Trump signed the measure that preserves tax deferral for retirement savings, raises taxes on certain endowments, ...

According to two different surveys, employers must go beyond just providing access to AI and do more to train their employees ...

Quality relationships continue to be essential for driving assets in the wealth management space, according to Cerulli ...

Originally filed in 2021, the lawsuit alleges the company violated ERISA by retaining target-date funds that were high cost ...

A jury awarded plaintiffs in the case, Khan et al. v. Board of Directors of Pentegra Defined Contribution Plan et al, more ...

Jump has integrated with both eMoney and Right Capital platforms to simplify adviser workflows and enhance client engagement. The integrations are live with both providers.