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 ...

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 ...

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 ...

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 ...

The Labor Department’s Employee Benefits Security Administration (EBSA) has filed a motion withdrawing its appeal of court challenges to the so-called fiduciary rule issued during the Biden ...

As someone who regularly speaks on retirement industry topics, I especially enjoy sessions that invite the audience to share their thoughts on issues affecting the industry. Recently, I posed a ...

Target-date funds (TDFs) have continued to grow in popularity and total assets, according to data from the PSCA 68 th Annual 401(k) Survey. Their usage as a default has also continued to grow at a ...

Yet another forfeiture reallocation suit has been dismissed — with no opportunity to amend the claims deemed insufficient. Plaintiff Luis Hernandez brought this putative class action (represented by ...

Last week, we (finally) got the new contribution and benefit limits for 2026 from the IRS. Some (you know who you are) seem to think we make too much of this. I disagree. That said, and regardless of ...

They’re here! The nominees have been sorted, and the list is made. Announcing the National Association of Plan Advisors (NAPA) 2026 Top Retirement Plan Advisors Under 40 — NAPA’s “Aces.” These young, ...

Citing numerous precedents (and a recent amicus brief by the Labor Department), a federal judge has granted the motion to dismiss another forfeiture suit. This suit had been filed by Rafael Polanco ...

There isn’t a day that goes by without a question about private market assets landing on my desk. Recordkeepers, advisors, consultants, and plan sponsors are all asking the same two things: Should we ...