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American Airlines gets split decision loss in ESG lawsuit

A Texas federal district court ruled that American Airlines breached its fiduciary duty of loyalty, but not its fiduciary duty of prudence, in allowing its $26 billion 401(k) plan to be influenced by environmental, social, and governance (“ESG”) policies ...

Transamerica gets brand revamp

Transamerica announced a brand revamp. According to Transamerica, these changes include an update to their logo, which will start to feature the Transamerica Pyramid Center rising from a horizon, along with changes to their visual language. The brand...

Hancock and Vestwell team up

John Hancock has launched FutureStep, an open-architecture retirement plan offering powered by Vest...

IRS releases catch up Roth Guidance

The Internal Revenue Service (“IRS”) issued proposed regulations regarding the provisions of th...

Mariner makes a deal by

Mariner announced the acquisition of Cardinal Investment Advisors. Mariner’s advisory assets w...

Barring any tax law change, Roth catchups will be a thing in 2026

Starting in 2026, Highly Compensated Employees will have to make their Catch Up Contributions as af...

The DOL Lost and Found Database may finally eliminate that Social Security notice nonsense

We always tell plan sponsors to keep ERISA records for 7 years. In this day and age of scanning and...

Honeywell wins forfeiture case

There have been 25 cases where plan sponsors have been sued over their right to use forfeitures to ...

Again, stop with those Mega Back Door Roth articles

People like to read, and so do I. They also like to read articles and find out information, especia...

Voya completes One America deal

In a further consolidation of the retirement plan business, Voya Financial, Inc. announced that it ...