Weekday news and analysis for retirement plan advisers

Friday, January 09, 2026 Exclusives | Awards | Research | Events

Opinions Busting 5 Myths About Private Market Investments Former Assistant Secretary of Labor Lisa Gomez and Great Gray Trust Co.’s Jason Levy break down five misconceptions about utilizing private investments in 401(k) plans. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Home Depot 401(k) Plan Lawsuit Ends 2 Days Before Supreme Court Review Both sides in Jaime H. Pizarro et al. v. The Home Depot Inc. et al. requested the case be dismissed.

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

Could Greenland Annexation Threats Lead to US Treasurys Sell-Off? If European demand for US Treasurys were to weaken, it could raise US borrowing costs and put pressure on the dollar.

JPMorgan Backed by DOL in 401(k) Forfeiture Suit In its amicus brief, the Department of Labor said the retirement plan documents allowed for the use of forfeited contributions to offset employer contributions.

California Judge Orders More Details on Prohibited Transaction Allegations The federal judge wants the plaintiffs in the ERISA case to spell out their factual case before discovery begins.

NEPC Names New Partner, Defined Contribution Team Leader This new leader succeeds Bill Ryan, who departed on December 12.

Product & Service Launches – 1/8/2026 Advisors Capital, WealthFeed partner to offer advisers AI-powered lead generation; MassMutual Ascend launches optional income rider on fixed-index annuities; Vestwell creates hub for ABLE accounts; and more.

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