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$2.1 Trillion of Forgotten Assets

Folks, here’s something that ought to wake up even the sleepiest retirement-plan consultant: ther...

When $17.5 Million Is the Real “Fiduciary Breach”

Another week, another headline from the ERISA litigation circus — this time it’s Jerry Schlicht...

$46 Trillion and a Match to Be Reckoned With

When Pew reports that U.S. retirement assets crossed nearly $46 trillion in Q2 2025, it’s easy to...

$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...