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$46 Trillion: A Milestone Wrapped in Responsibility

When total U.S. retirement assets hit a record $45.8 trillion in Q2 2025, it was headline news—an...

When Even a Firm of Lawyers Is Accused of Mishandling Retirement Assets

It’s one thing for a corporate giant to be hit with fiduciary litigation—but quite another when...

A New EBSA Era? Senate Confirms Aronowitz to Lead

Good news — the Senate has confirmed Daniel Aronowitz as Assistant Secretary of Labor, giving him...

Forfeiture Suit Mostly Dismissed — What Plan Fiduciaries Should Know

The latest chapter in the wave of forfeiture reallocation lawsuits comes from Armenta v. WillScot /...

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...