While the sweeping tariff policy announced in April didn’t appear to have an immediate impact on the 2026 Social Security cost-of-living adjustment (COLA) projections, that might be changing, albeit ...

The small and micro 401(k) plan segments are set to rapidly expand over the next few years due to certain competitive dynamics in the market, according to a new report by Cerulli Associates.

Preparing for retirement is often compared to preparing for a long trip — and there is perhaps no longer trip ever prepared for than going to the moon.

The ERISA consultants at the Retirement Learning Center (RLC) address a question on the order of 401(k) testing corrections after a client’s 401(k) plan failed the actual deferral percentage (ADP) ...

Another major firm has announced plans to bring private market investments to defined contribution retirement plans.

The proverb of “if at first you don’t succeed, try, try again” appears to be at work, as Sen. Elizabeth Warren (D-Mass.) apparently was not satisfied with the responses she received from Empower in ...

While plan fiduciaries have been successful of late in fending off forfeiture reallocation suits, a new one has just been filed.

Noting that “…the Secretary has an interest in effectuating ERISA’s express purpose of ‘establishing standards of conduct, responsibility, and obligation for fiduciaries of employee benefit plans,’” ...

Well, it’s taken a couple of years, but a federal judge has now formally set aside part of the Labor Department’s investment advice regulation.

Rumored regulatory and political support to allow greater private market investment access — including retirement plans — thrust the issue back into the spotlight. What’s new, positive, and/or ...

But first — a reminder that the 2026 NAPA 401 (k) Summit will be held April 19-21 in Tampa Bay, Fla. You’ll definitely want to mark your calendars for this one!

As part of the reconciliation budget bill that President Trump signed on July 4, children under the age of 18 will be eligible to have a Trump account opened for them, starting a year from now. Here’s ...