Circuit Court Confirms Dismissal of Lawsuit Against New York Teamsters’ Pension
A New York district court had previously ruled that the pension plan's investment strategy did not violate fiduciary duties.
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Maximum Benefit and Contribution Limits Table 2026
Maximum Benefit/Contribution Limits for 2021 through 2026, with a downloadable PDF of limits from 2016 to 2026.
DOL Withdraws Appeal of Stay of 2024 Fiduciary Rule
The Department of Labor’s proposed rule would have expanded the definition of a fiduciary for retirement investors, including rollovers from...
SEC Commissioner Uyeda Blasts ‘Paternalistic’ Protection of 401(k) Investors
In recent remarks, Uyeda said policymakers needed to ‘provide guardrails, not gates’ for private equity, private credit and other nonpublic...
US Treasury to Bar Undocumented Immigrants from Saver’s Match
The SECURE 2.0 Act previously said undocumented immigrants become eligible for tax credits if they are married to a US...
42% of Full-Time US Workers Lack Access to Retirement Plan
New federal data show more than 40 million private sector workers are left unaddressed.
Speaking the Languages of Different Generations
Whether it’s through a podcast, webinar or in-person conference, each generation receives information differently, and marketing whiz Rebecca Hourihan knows...
Vanguard Finds Consumers Want 2026 Financial Reset
After falling short of savings goals in 2025, many respondents in a Vanguard survey said they were entering the new...
AT&T ERISA Complaint Dismissed by Federal Judge
Plaintiffs accused AT&T of using 401(k) plan forfeitures to offset company contributions, but the judge ruled that AT&T’s actions followed decades...
How NQDC Decisions Factor in IRS, OBBBA Rules
Salary deferral decisions for next year are impacted by the IRS’ 2026 contribution limit for qualified retirement plans and the...
The Age of Adviser Authenticity Is Here
Personal branding that incorporates unique characteristics and beliefs is key to reaching and retaining clients, according to consultant Sheri Fitts.
2025 Top Retirement Plan Adviser: Bill Sobers
Thoughts from Bill Sobers, with Bahbah Sobers Wealth Management, a UBS Financial Services company.
National Practices, Local Advisers
Centralized support teams and regional advisory offices are finding ways to balance best practices with customized workflows.
Turning Family Bonds Into Advisory Firm Continuity
Parents and children who work in the same retirement plan practice find strength in numbers.
Retirement Industry Deals and People Moves – 11/21/2025
Mesirow appoints Nitay Laor as director of strategic growth and acquisitions; Wells Fargo taps Tim Froehlich as head of investment...
Michael Selig’s Nomination to Lead CFTC Advanced by Senate Committee
Selig sidestepped confirmation hearing questions on whether the Commodity Futures Trading Commission can be an effective regulator of spot digital...
Product & Service Launches – 11/20/2025
Paychex introduces AI-driven notifications; Carefull provides security tools for Osaic; Morningstar allows Microsoft AI tools access to data; and more.
DOL Opinion Fuels Clash Over Whether Morgan Stanley’s Adviser Pay Is Really an ERISA Plan
A federal court’s narrow reading of ‘bonus’ pay—and the DOL’s sharply different view—could reshape how Wall Street structures deferred compensation.
Growth Expected in Outsourced CIO Business
A report from Cerulli Associates projected that $1.3 trillion will flow into new OCIO partnerships by 2029.
Women Shape $124T Wealth Transfer, Future of Banking
New research revealed what women expect from digital banking and how institutions can win their long-term loyalty.