Emphasizing that it’s an ‘asset purchase’ and not an acquisition, Great Gray Trust Company CEO Rob Barnett said ‘there are a ton of complementary pieces’ with the transaction.

But – the suit claims – “…once the plan is designed, it must be executed with an “eye single” to the interests of the Plan participant,” while Humana’s forfeiture allocation decisions were “…more ...

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.” ...

While the government shutdown reportedly has caused a pause in work on guidance to make it easier to include private market investments in 401(k) plans, the clock is ticking and there are still lots ...

First up: Roth catch-up contributions. Unless you’ve been living under a rock (or only the defined benefit world, perhaps!), you know there’s a special rule for higher earners who want to make ...

They’re here! The IRS just announced the new contribution and benefit limits for 2026 for 401(k)s, IRAs, 403(b)s, 457s and more.

How many choices are too many? What asset classes should retirement plan participants directly access? And more recently, how should private market investments be included, if at all?

Responding to a recent call from a financial advisor in Massachusetts, the ERISA consultants at the Retirement Learning Center (RLC) address whether highly compensated employees (HCEs) can be excluded ...

Plans shows modest increases in participation rates, albeit at slightly lower rates, as well as an increase in hardship withdrawals and continued adoption of plan design enhancements.

In a case that found no damages, but that ERISA Section 502(g)(1) provides a court with discretion to “allow a reasonable attorney’s fee and costs of action to either party,” the plaintiff’s attorneys ...

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

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