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 ...

Following last month’s announcement that it had established itself as a newly formed independent firm after completion of Madison Dearborn Partners’ acquisition, the firm has now announced the ...

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 ...

Well, it’s taken a couple of years, but a federal judge has now formally set aside part of the Labor Department’s investment advice regulation. You might recall that almost exactly two years ago U. S.

Another 401(k) plan has been charged with a fiduciary breach quadfecta; excessive recordkeeping fees, expensive managed account charges, a poor performing stable value option — and offsetting employer ...

Another federal judge has dismissed another suit challenging a pension risk transfer arrangement, concurring that with no immediate injury, the plaintiffs lack standing to bring suit. This suit — one ...

A recent survey of insurers highlights the criteria that a number of the nation’s leading fiduciary liability insurers identified as the biggest sources of fiduciary risk—within the control of plan ...

Which recordkeepers stand out? Who provides the best services, support, products, and processes? Few are better positioned to evaluate the numerous offerings now available than advisors, who typically ...

Recently one federal judge found allegations of a fiduciary breach in offsetting employer contributions with forfeitures “implausibly broad” — now a different judge draws a different conclusion. In a ...

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 ...

Hey everyone! As we all settle back into our routines after the 5500 deadline season and recent conferences (did anyone else forget what day it was at some point?!), the federal government workers are ...