Article Key Takeaways Beginning in 2026, employees age 50+ earning more than $150,000 in prior-year FICA wages must make catch-up contributions on a Roth basis. Plan sponsors generally adopted one of two approaches: requiring participants to actively elect ...
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 ...
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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 ...
If CITs represent a quiet shift in structure, private markets represent a much louder test of the system. Over the past several ...
Article Key Takeaways Continuation funds reveal a structural reality: in private equity, the general partner (GP) often benefits ...
Article Key Takeaways Recordkeeper referral programs are a separate business line—focused on moving participant assets, not ...
Article Key Takeaways “Democratizing” in finance is often a warning sign, not a benefit. In financial marketing, the promise of ...