Weekday news and analysis for retirement plan advisers

Friday, December 05, 2025 Exclusives | Awards | Research | Events

In Practice Market-Based Cash Balance Plans Could Be Lifetime Income Solution, per October Three October Three argues these specific cash balance options can achieve lifetime income through regular payouts to retirees. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

IRIC Foresees Broader In-Plan Retirement Income Adoption in 2026 This year saw expanding selection of target-date funds, annuity marketplaces, systematic withdrawal programs and other income solutions, according to the Institutional Retirement Income Council.

Today’s Most Read 1. What Should Fiduciaries Expect in Health Plan Service Fee Disclosures? 2. Could Greenland Annexation Threats Lead to US Treasurys Sell-Off? 3. Busting 5 Myths About Private Market Investments

Required Amendments for Qualified Plans, 403(b)s Issued by IRS Many retirement plans may need amendments to meet regulatory updates regarding required minimum distributions and SECURE and SECURE 2.0 provisions.

Plaintiffs Drop Appeal of Home Depot ERISA Case A district court judge ruled that The Home Depot did not breach its fiduciary duties in its use of retirement plan forfeitures, following a trend of similar ERISA cases.

Product & Service Launches – 12/4/2025 Capital Group, KKR develop offerings to broaden access to private markets; Zocks, eMoney provide AI-powered document intelligence enhancement; InspereX, Luma, Subscribe collaborate on ARIA technology portal; and more.

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