Fiduciary Governance
IRS Announces 2026 Contribution/Benefit Limits
The IRS announced 2026 dollar limits on benefits and contributions for qualified retirement plans.
The IRS announced 2026 dollar limits on benefits and contributions for qualified retirement plans.
Litigation remains a driving force in retirement plan governance. In this installment of our 2025 Regulatory Update series, we ...
Forfeiture Lawsuits A District Court in New York has dismissed another forfeiture lawsuit. The judge ruled that the plan ...
Our 2025 Regulatory Update series now examines the Department of Labor, where new leadership and a deregulatory agenda are ...
Continuing our 2025 Regulatory Update series, we turn to the IRS. This year’s guidance brings both clarity and complexity, ...
Sign-up to receive our blog posts straight to your inbox.
Welcome to our 2025 Regulatory Update blog series, where we break down the year’s most important developments for retirement plan ...
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 ...
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 ...
The Department of Labor (DOL) is reviewing its position on ESG investing and whether cryptocurrency is an appropriate investment ...