When it comes to retirement plan regulations, the only constant is change—and the Roth catch-up requirement under SECURE 2.0 has been a rollercoaster. The IRS and Treasury finally issued their final regulations, and plan sponsors can breathe, somewhat, know...
The Department of Labor (DOL) has released its Spring 2025 regulatory agenda, and for those of us in the retirement plan industry, it reads like a greatest hits playlist — ESG, fiduciary rule, auto-portability, pharmacy benefit managers (PBMs), electronic d...
Chalk up another win for plan fiduciaries in the ongoing wave of forfeiture reallocation suits — ...
According to Fidelity Investments’ latest Q2 2025 retirement analysis, retirement savers got some...
Retirement saving is hard enough when you’re just trying to take care of yourself. Add in kids, a...
There’s never a shortage of new retirement plan fee and investment performance cases. The problem...
Just when you think the forfeiture reallocation litigation wave can’t get any bigger, another sui...
I’m still amazed at how often I come across participant-directed 401(k) plans that don’t have a...
Another week, another excessive fee case settled. This time, it’s Jack Henry & Associates Inc...
New York has officially joined the list of states mandating retirement savings programs. The New Yo...
