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A New EBSA Era? Senate Confirms Aronowitz to Lead

Good news — the Senate has confirmed Daniel Aronowitz as Assistant Secretary of Labor, giving him the reins at the Employee Benefits Security Administration (EBSA). After a protracted seven-month wait, the confirmation vote (51–47) places the fiduciary wo...

Forfeiture Suit Mostly Dismissed — What Plan Fiduciaries Should Know

The latest chapter in the wave of forfeiture reallocation lawsuits comes from Armenta v. WillScot / Mobile Mini. The good news: most of the claims were dismissed. The caution: one prudence claim survived, and the court gave the plaintiff a chance to amend. ...

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

The Investment Company Institute reports that U.S. retirement assets bounced back in Q2 2025, setti...

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 catch-up r...

The DOL’s Spring 2025 Regulatory Agenda: What Plan Providers Need to Know

The Department of Labor (DOL) has released its Spring 2025 regulatory agenda, and for those of us i...

Home Depot Wins Forfeiture Fight: Another Court Shuts Down Fiduciary Breach Claims

Chalk up another win for plan fiduciaries in the ongoing wave of forfeiture reallocation suits — ...

Retirement Balances Hit Record Highs: Staying the Course Pays Off

According to Fidelity Investments’ latest Q2 2025 retirement analysis, retirement savers got some...

The Sandwich Generation Squeeze

Retirement saving is hard enough when you’re just trying to take care of yourself. Add in kids, a...

If You Put It in Writing, You’d Better Follow It

There’s never a shortage of new retirement plan fee and investment performance cases. The problem...

Another Forfeiture Suit, This Time at RTX

Just when you think the forfeiture reallocation litigation wave can’t get any bigger, another sui...