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.

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 ...

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.” ...

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 ...

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 ...

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 ...

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 ...

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

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.

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 ...