From SECURE 2.0 provisions to managed accounts to litigation risks, plan sponsors and retirement plan consultants are looking ahead to the rest of 2025 and positing what will likely be the biggest topics this year.
Read this recent article from Pensions & Investments where Francis President and co-founder, Michael Francis, talks through what we’re hearing from plan sponsors and recordkeeping vendors on these important topics.
The information presented is from sources believed to be reliable, but we cannot guarantee its accuracy or completeness. Francis’ Retirement Plan Consulting and Financial Wellness Services are offered through Francis LLC, a Registered Investment Adviser with the SEC. Francis LLC is not a registered broker/dealer. Neither the firm nor any employee is licensed to sell or be compensated for the recommendation of financial products or product providers. Francis LLC does not provide legal advice.
