The U.S. Department of Labor has announced plans to revisit and likely revise the fiduciary-advice rule in 2026, signaling significant potential shifts for plan sponsors and advisers. Here are my key takeaways: · At issue is the definition of “fiduci...
I’m encouraged by the DOL’s issuance of Advisory Opinion 2025-04A, which affirms that a managed-account strategy incorporating a lifetime income component can qualify as a Qualified Default Investment Alternative (QDIA). This is an important milestone for...
2025 has already been a roller coaster for plan sponsors—regulatory change, cybersecurity threats...
Well, here’s a headline you didn’t see coming… or maybe you did, because this is exactly the ...
So, Creative Planning just bought SageView Advisory. Another week, another acquisition in the retir...
As we peer into the not-too-distant horizon of 2026, the forecasted changes to 401(k) contribution ...
By Ary Rosenbaum The ERISA world never runs out of courtroom drama, and the latest episode comes...
Folks, here’s something that ought to wake up even the sleepiest retirement-plan consultant: ther...
Another week, another headline from the ERISA litigation circus — this time it’s Jerry Schlicht...
When Pew reports that U.S. retirement assets crossed nearly $46 trillion in Q2 2025, it’s easy to...
