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

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

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

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

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.