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Heritage Pension Advisors, Inc.
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Daybright Financial
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Fiduciary Hot Topics, Q1 2025

RPAG

Jan. 28, 2025
On-Demand
Webinar

We want to ensure that you as a retirement plan advisor are on top of what's new and upcoming in the retirement planning space, which is why we have our quarterly Fiduciary Hot Topics. Your plan sponsors may bring these topics up with you, but on this page, you will learn how to position these discussions with them and be prepared. This quarter's edition is straight out of the RPAG oven and features the IRS's 2025 Plan Limit increases, student loan matching guidance, disaster relief notices, changes to plan overpayments, as well as a couple of DOL updates.

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