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 ...
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 Advisory Council (IRSAC) recommended that the IRS prioritize implementing the Saver’s Match by reducing the administrative burden on sponsors and improving participant education.
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 ...
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.
For retirement plan advisors with clients who get shaky/fisty about the “kids” in the workplace with their strange ways, confusing habits, and horrible taste in music, or maybe younger employees who ...
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.
We are pleased to once again officially announce the opening of applications for NAPA’s Top DC Advisor Teams (with AUA of at least $100 Million) and Top DC Advisor Multi-Office Firms!
T. Rowe Price, through its wholly owned fintech subsidiary Retiree Inc., has launched what it says is an innovative software tool to help advisors develop advanced, multi-dimensional withdrawal ...
Empower, a major retirement services provider, announced Wednesday that it is partnering with Blackstone, the world’s largest alternative asset manager.
The Labor Department has weighed in in support of plan fiduciaries in a second forfeiture reallocation suit — with another likely in the wings.
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.