The nation’s highest court has agreed to hear arguments in a 401(k) case involving alternative investments and the need for a “meaningful benchmark.” ...
The Department of Labor’s Employee Benefits Security Administration on Thursday announced an overhaul to its national enforcement priorities for FY 2026, highlighting where it will focus its ...
The IRS on Jan. 15 issued two updated safe harbor explanations that plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover ...
In the coming days, President Donald Trump reportedly will announce affordability reform proposals, which will include permitting retirement plan investors to take penalty-free distributions for a ...
Americans’ current level of financial stress is having not just an impact on physical and mental health, but it’s also depleting workplace productivity, according to a newly released financial ...
The proverb of “If at first you don't succeed, try, try again” seems to be applicable in this case, as the House of Representatives has, once again, taken aim at the use of environmental, social and ...
With a deadline ticking, the Department of Labor has submitted for review a proposed rule that would clarify its position on alternative assets and the appropriate fiduciary process.
Yet another of the series of pension risk transfer suits has been dismissed, with a federal judge concluding that the plaintiffs lack a current/imminent injury to justify the suit.
Asserting its “profound interest,” the Department of Labor has provided a federal court with its insights on a case involving pension risk transfers — and a roadmap for fiduciaries to apply going ...
Staying on top of the latest is about being a proactive industry professional who understands where the rules may be headed and helping your fiduciaries navigate that path successfully.
The IRS Advisory Council (IRSAC) recommended that the IRS prioritize implementing the Saver’s Match by reducing the administrative burden on sponsors and improving participant education.
Here’s hoping that THIS financial wellness month, we’re able to help more folks both know about and take advantage of the available programs.