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.

What’s sure to be a high (HIGH!) energy session at the 2026 NAPA 401(k) Summit in Tampa, Fla., in April will focus on sales in the internet (meaning virtual) age.

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 ...

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 ...

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, ...

Though Roth treatment of catch-up contributions is currently top of mind for most sponsors, what other plan changes or priorities will they be focused on in the new year? That was the topic for the ...

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 ...

There apparently is a critical gap in retirement benefits utilization, as new research reveals that the overwhelming majority (89%) of employees trust financial advisors made available by their ...