---
title: "Fiduciary Focus Weekly Video: Retirement Plan Forfeitures Under Fire"
description: Discover the challenges facing Aldi's retirement plan on forfeitures and the implications for unallocated dollars.
image: https://blog.multnomahgroup.com/hubfs/Untitled%20-%202025-07-31T084459.194.jpg
---

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# Fiduciary Focus Weekly Video: Retirement Plan Forfeitures Under Fire

August 1, 2025

Plaintiffs in the Aldi retirement plan case are now challenging not just the use of forfeitures to offset employer contributions, but also whether those forfeitures are being used in a timely manner. With the Department of Labor backing plan sponsors in principle, this new angle raises important questions about how unallocated dollars are managed year over year. 

Watch Erik's video discussing this topic in the latest installment of our Fiduciary Focus series.

<https://youtu.be/20up4UCmMz4>

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