Morningstar found that their plan inclusion generates the largest relative improvements for lower- and middle-income plan participants.

The Massachusetts firebrand requested more details about how the agency will protect investors in the wake of President Trump’s Executive Order clearing the way for retirement accounts to hold ...

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.

The incomparable Nevin Adams will host an all-star panel of top ERISA attorneys during a Monday morning session at the NAPA 401(k) Summit in Tampa, Fla., April 19 – 21, 2026.

Here’s hoping that THIS financial wellness month, we’re able to help more folks both know about and take advantage of the available programs.

Asserting its “profound interest,” the Department of Labor has provided a federal court with its insights on a case involving pension risk transfers — and a roadmap for fiduciaries to apply going ...

The Labor Department has weighed in in support of plan fiduciaries in a second forfeiture reallocation suit — with another likely in the wings.

At first glance, the student loan match was one of the most anticipated features of the SECURE 2.0 Act, but it apparently has had a very low usage rate in its first year.

To ease the burden of its regulations on “small” investment advisers, the Securities and Exchange Commission (SEC) has proposed amendments to increase the asset-based thresholds under which registered ...

Though not confirmed, that’s apparently the case according to a recent report. President Trump — as part of a broader Executive Order (EO) on home ownership and affordability — may seek to allow 401(k ...

The Atlanta-based Ferenczy Benefits Law Center (FBLC) on Thursday announced that high-profile ERISA attorney Fred Reish will be joining the firm as Of Counsel in 2026.

The parties in a case under consideration by the nation’s highest court — with implications for resolving the burden of proof in ERISA fiduciary breach litigation — have filed to dismiss the suit.