Article Key Takeaways 401(k) plans may be repeating governance mistakes already seen with pharmacy benefit managers (PBMs). As private equity and private credit enter defined contribution plans through collective investment trusts (CITs), sponsors should ...
Article Key Takeaways The Department of Labor's proposed safe harbor for defined contribution plans provides a framework for ...
Caryn Sanchez walks through our quarterly market commentary for the third quarter of 2026. You can listen to it here:
Each year, our Regulatory Update covers regulatory, litigation, and legislative updates and changes affecting plan sponsors and ...
Article Key Takeaways Beginning in 2026, employees age 50+ earning more than $150,000 in prior-year FICA wages must make catch-up ...
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Article Key Takeaway A recent criminal case involving a third-party administrator (TPA) highlights the Employee Benefits Security ...
Not all perimeter shifts involve private equity. Many of today’s most common DC options—stable value, guaranteed income products, ...
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Article Key Takeaways Why is private equity interested in 401(k) plans? Private equity fundraising has fallen for three straight ...
Caryn Sanchez walks through our quarterly market commentary for the second quarter of 2026. You can listen to it here: Her full ...
Private equity is knocking on a new door and it’s one retirement plan sponsors can’t ignore. After four years of reduced ...
Article Key Takeaway: What does the 2026 IPO wave mean for index funds and retirement plans? Index funds still involve active ...