Continuing our 2025 Regulatory Update series, we turn to the IRS. This year’s guidance brings both clarity and complexity, especially around SECURE 2.0 provisions and catch-up contributions for high earners.
Welcome to our 2025 Regulatory Update blog series, where we break down the year’s most important developments for retirement plan ...
Public sector employees dedicate their careers to serving our communities, yet the retirement plans they rely on often fall short ...
The Department of Labor just released its latest regulatory agenda—a key signal of what’s on the horizon for retirement plan ...
Last week, the President signed an executive order asking the Department of Labor to clarify its position on alternative ...
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Public sector retirement plans are often complex by nature—multiple providers, varied investment menus, and administrative ...
President Trump signed an executive order on August 7 supporting the use of alternative investments such as private equity and ...
Plaintiffs in the Aldi retirement plan case are now challenging not just the use of forfeitures to offset employer contributions, ...
As a retirement plan sponsor, your fiduciary responsibilities under ERISA are clear: act in the best interests of your ...
In another blow to frivolous lawsuits focused on the use of plan forfeitures, the Department of Labor (DOL) filed an amicus brief ...