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.” ...

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.

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 ...

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 ...

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 ...

Shifts in the interest rate environment and a robust equity market have triggered yet another 401(k) suit involving a stable value fund holding.

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?

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.

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

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 ...