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When Even a Firm of Lawyers Is Accused of Mishandling Retirement Assets

It’s one thing for a corporate giant to be hit with fiduciary litigation—but quite an...

The Coming Shift in Catch-Up Contributions — What Plan Sponsors Need to Do Now

If you thought catch-up contributions were settled territory, think again. The IRS has no...

Retirement Plan Committees and the Ego Problem

Whenever I sit with a retirement plan committee, I can’t help but be reminded of my exp...

A New EBSA Era? Senate Confirms Aronowitz to Lead

Good news — the Senate has confirmed Daniel Aronowitz as Assistant Secretary of Labor, ...

Roth Catch-Up Regulations: What Plan Providers Must Do Now

The clock is ticking. Starting January 1, 2026, the world of catch-up contributions chang...

Late Night TV: Headed for Extinction

Forget the politics for a second. Let’s call late night TV what it is right now: a wast...

Forfeiture Suit Mostly Dismissed — What Plan Fiduciaries Should Know

The latest chapter in the wave of forfeiture reallocation lawsuits comes from Armenta v. ...

Retirement Assets Hit Record Highs — But Don’t Get Complacent

The Investment Company Institute reports that U.S. retirement assets bounced back in Q2 2...

Quick Guide for Plan Sponsors: My Take on DOL Cybersecurity Audits

If you want to stay out of DOL trouble, here’s what I’d tell you over a drink,no lega...

Roth Catch-Up Finalized: SECURE 2.0’s High-Income Mandate Delayed Until 2027

When it comes to retirement plan regulations, the only constant is change—and the Roth ...