Key Takeaway Revenue Procedure 2026-34 expands and formalizes opportunities for retirement plan sponsors to correct certain plan errors through EPCRS, including failures involving plan loans, automatic enrollment and overpayments. The changes may allow more ...
Continuing our series on this year’s retirement plan regulatory updates, we now shift our focus to the Internal Revenue Service. ...
Article Key Takeaways 401(k) plans may be repeating governance mistakes already seen with pharmacy benefit managers (PBMs). As ...
Each year, our Regulatory Update covers regulatory, litigation, and legislative updates and changes affecting plan sponsors and ...
Article Key Takeaway A recent criminal case involving a third-party administrator (TPA) highlights the Employee Benefits Security ...
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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 ...
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 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 ...