Following last month’s announcement that it had established itself as a newly formed independent firm after completion of Madison Dearborn Partners’ acquisition, the firm has now announced the ...
On the same day of its recent amicus briefing supporting plan fiduciaries regarding the burden of proof in ERISA suits, the Labor Department is now backing fiduciaries in a case involving criteria for ...
The payroll and recordkeeping service provider announced this week that it is building on its suite of services by launching the Save4Retirement Pooled Employer Plan (PEP). The new PEP will allow ...
Earlier this year, the nation’s highest court asked for the Labor Department to weigh in on a case involving the burden of proof in ERISA cases — and the response is a complete reversal of its ...
Senators and witnesses at a Dec. 10 hearing on the “Future of Retirement” urged Congress to act on legislation that would build on the success of the SECURE 2.0 Act to enhance retirement security and ...
Global asset management firm Invesco announced this week that it has entered a strategic partnership with Swiss-based, alternative investment specialist LGT Capital Partners to develop ...
The ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement ...
A federal judge found that the terms of the plan document weren’t violated — nor were there breaches of fiduciary duty in the decisions regarding forfeiture reallocation. The “target” plan sponsor ...
Sens. Cory Booker (D-N.J.) and Todd Young (R-Ind.) have proposed the Emergency Savings Enhancement Act. The bill (S. 3333) would double the maximum account limit of pension-linked emergency savings ...
Fidelity Investments has announced the launch of its Roth Self-Employed 401(k), a new retirement savings option for small businesses. According to the firm’s announcement, self-employed individuals or ...
The IRS has issued the 2025 required amendments (RA) list for qualified plans and 403(b)s. They are contained in Notice 2025-60. The 2025 RA List applies to individually designed plans qualified under ...
Reps. Darin LaHood (R-Ill) and Linda Sanchez (D-Calif.), along with Sens. John Barrasso (R-Wyo.) and Michael Bennet (D-Colo.), on Thursday reintroduced legislation to allow retirement savers to roll ...
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