The belief in the Social Security system the NIRS found may be robust, but that doesn’t translate to an across-the-board expectation that it will generate the intended benefits. The NIRS found that ...

FUSE surveyed advisors with 10 or more DC plan clients and found that 59% expect SECURE 2.0 provisions to increase their revenues by 1% to 10% by the end of 2025. Only 9% of specialist plan advisors ...

A “new” entrant to the forfeiture reallocation suit “suite” — and a decision in favor of fiduciary defendants — Nevin & Fred review the latest developments.

DeRemer, President Trump’s nominee to be Secretary of Labor, appeared before the Senate Health, Education, Labor and Pensions (HELP) Committee on Feb. 19 and fielded a number of questions about her ...

Not one, not two, not three, but four state legislatures are considering bills that would create a state program to provide retirement plan coverage for their private-sector employees whose employers ...

According to Sway Research’s State of the Target-Date Market: 2025, CITs once again experienced faster growth than mutual funds, driven largely by a general shift toward lower-cost investments. From ...

From the Canadian border to Key West, retirement systems that benefit teachers will be adjusted if state legislators enact measures recently introduced. New York: Expand the Teachers’ Retirement ...

Once again, a federal judge in Amarillo, Texas, has rejected the arguments of 26 attorneys general in Republican-led states who challenged the legitimacy of the so-called ESG rule issued in 2022. The ...

Add one more 401(k) forfeiture fiduciary breach suit to those that have been filed — this one by none other than Schlichter Bogard, LLC. The law firm is representing participant-plaintiffs Patrick ...

The suits sought to vacate the 2024 Fiduciary Rule and amendment to PTE-84-24 under the Administrative Procedures Act (“APA”) on the grounds that they are “contrary to law and arbitrary and capricious ...

The reach of automatic enrollment through the Hawaii Retirement Savings Program is a few steps closer to expanding. Legislation that would accomplish that has received a nod from several committees.

The good news — of a sort — is that those “surprises” are likely to be lessened with the emergency savings and withdrawal provisions of the SECURE 2.0 Act of 2022. [2] ...