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.” ...
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.
Shifts in the interest rate environment and a robust equity market have triggered yet another 401(k) suit involving a stable value fund holding.
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.
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 ...
As a companion to its annual How America Saves report, the heavyweight retirement and investment firm has now introduced the inaugural How America Retires report, which analyzes plan data and industry ...
Citing numerous precedents (and a recent amicus brief by the Labor Department), a federal judge has granted the motion to dismiss another forfeiture suit.
The third-party administrator (TPA) necessarily wears many hats for retirement plans. Who better than TPAs themselves to talk about some of the hats they’re wearing and how they fit? A recent panel ...
The Baltimore-based firm on Nov. 12 announced that it is expanding access to an investment only version of the Transamerica Guaranteed Investment Option (GA SVIO) — the company's general account ...
Dial explains some fascinating findings from “The Retirement Disconnect: What Sponsors Miss About Participant Priorities,” the firm’s 12th annual survey of retirement plan participants and sponsors, ...