The belief in the Social Security system the NIRS found may be robust, but that doesn’t translate to an across-the-board expectation that it will generate the intended benefits. The NIRS found that ...

FUSE surveyed advisors with 10 or more DC plan clients and found that 59% expect SECURE 2.0 provisions to increase their revenues by 1% to 10% by the end of 2025. Only 9% of specialist plan advisors ...

A “new” entrant to the forfeiture reallocation suit “suite” — and a decision in favor of fiduciary defendants — Nevin & Fred review the latest developments.

DeRemer, President Trump’s nominee to be Secretary of Labor, appeared before the Senate Health, Education, Labor and Pensions (HELP) Committee on Feb. 19 and fielded a number of questions about her ...

Not one, not two, not three, but four state legislatures are considering bills that would create a state program to provide retirement plan coverage for their private-sector employees whose employers ...

According to Sway Research’s State of the Target-Date Market: 2025, CITs once again experienced faster growth than mutual funds, driven largely by a general shift toward lower-cost investments. From ...

Once again, a federal judge in Amarillo, Texas, has rejected the arguments of 26 attorneys general in Republican-led states who challenged the legitimacy of the so-called ESG rule issued in 2022. The ...

From the Canadian border to Key West, retirement systems that benefit teachers will be adjusted if state legislators enact measures recently introduced. New York: Expand the Teachers’ Retirement ...

Your client’s plan has surplus assets. What choices are available for allocating this surplus and testing it? What if there’s a shortfall instead? Review the options available for handling surplus ...

Dive into essential calculations for defined benefit (DB) and cash balance plans under IRC Sections 430 and 404. This session provides a comprehensive look at target normal cost and funding target ...

Add one more 401(k) forfeiture fiduciary breach suit to those that have been filed — this one by none other than Schlichter Bogard, LLC. The law firm is representing participant-plaintiffs Patrick ...

The Department of Labor (DOL) has filed a motion to pause two federal court cases that challenge the so-called fiduciary rule because of the transition to a new presidential administrations. “Due to ...