The House of Representatives has passed a bill that includes a provision allowing 403(b) plans to include collective investment trusts (CITs) in their investment lineups. The bill will move to the Senate, where, if passed, it is expected to be signed by ...
Multnomah Group is proud to announce that we have been recognized as one of the 2025 Best Places to Work in Money Management by ...
The landscape of ERISA litigation is evolving. With the introduction of the ERISA Litigation Reform Act, plan sponsors may soon ...
The IRS announced 2026 dollar limits on benefits and contributions for qualified retirement plans.
Forfeiture Lawsuits A District Court in New York has dismissed another forfeiture lawsuit. The judge ruled that the plan ...
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In this week’s video update, Erik previews findings from a two-year analysis of over 30 retirement plans. The data shows that ...
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 ...
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, ...
In another blow to frivolous lawsuits focused on the use of plan forfeitures, the Department of Labor (DOL) filed an amicus brief ...