The Internal Revenue Service (IRS) and Department of the Treasury issued Notice 2026-13 on January 15, 2026 — a key update for retirement plan sponsors and administrators responsible for communicating rollover distribution options to participants. This guid...
Big headlines in retirement plan litigation don’t just hit household names; they’re a reminder that fiduciary duty doesn’t come with automatic immunity for size or reputation. Last week, a $70 million ERISA class action lawsuit was filed against the Blo...
Every few years, someone in Washington rediscovers the 401(k) and decides it should be used for som...
Something meaningful is happening in the retirement plan world, and it has nothing to do with anoth...
I’ve always tried to get along with people. I really have. I’m not wired for constant conflict,...
If you’ve been paying attention to retirement plan news lately, you know that alternative investm...
If someone had told me 15 years ago that one of the world’s largest alternative asset managers wo...
If you’re the kind of person who waits until April 15 to drop off your federal tax return in a bl...
If you’ve been paying attention to the growing wave of 401(k) forfeiture litigation, the Departme...
If you ever thought IRS procedural updates were boring, buckle up — because the latest IRS guidan...
