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.” ...

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.

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

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 ...

While we’ve managed to circle a day on industry calendars celebrating 401(k) Day — I’d argue we missed it by a few weeks.

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 ...

Whether it’s a bit of wisdom, a dash of inspiration, or retirement plan fundamentals, their content is noticed by peers and plan participants alike.

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 ...

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.