Vestwell on Tuesday morning announced that it has entered into an agreement to acquire Accrue 401k, the entity formed to support the Guideline 401(k) plans that were not part of the recent Gusto ...

With the 43-day government shutdown in the past, the Employee Benefits Security Administration (EBSA) can resume its policy agenda. Recent actions and EBSA’s most recent published agenda suggest that ...

Fidelity Investments has announced the launch of its Roth Self-Employed 401(k), a new retirement savings option for small businesses. According to the firm’s announcement, self-employed individuals or ...

The IRS has issued the 2025 required amendments (RA) list for qualified plans and 403(b)s. They are contained in Notice 2025-60. The 2025 RA List applies to individually designed plans qualified under ...

There’s a “new” retirement crisis to fret about — and it involves so-called “junk” IRAs. You may have seen the recent Wall Street Journal’s headline that proclaimed “Forgotten 401(k) Accounts Are ...

A recent study examined how different demographics should approach annuitizing to best position themselves against healthcare shocks in old age, including the need for long-term care (LTC).

Thanksgiving has been called a “uniquely American” holiday — and as we approach the holiday season, it seems appropriate to take a moment to reflect upon, and acknowledge — to give thanks, if you will ...

There’s been a lot of talk about the need for ERISA litigation reform, but now legislation that would address a key aspect of it has been introduced in the House of Representatives. Rep. Randy Fine (R ...

The more technologically advanced and consistent wealth management apps and website tools are, the higher is investors’ overall satisfaction, according to J.D. Power’s 2025 U.S. Wealth Management ...

In a move that wasn’t unexpected, the U.S. Court of Appeals for the Fifth Circuit granted the Labor Department’s motion to withdraw its appeal of a court challenge(s) to the so-called fiduciary rule ...

With the Saver’s Match set to go into effect in 2027, the Treasury Department announced that it plans to issue guidance stipulating that undocumented immigrants are ineligible to receive the match, as ...

Is offering 401(k) plan participants an option for automatic retirement income “the next natural step?” Some industry insiders think so. Making it possible for participants to choose an option that ...