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 ...

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 ...

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.

Your client’s plan has surplus assets. What choices are available for allocating this surplus and testing it? What if there’s a shortfall instead? Review the options available for handling surplus ...

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] ...

Dive into essential calculations for defined benefit (DB) and cash balance plans under IRC Sections 430 and 404. This session provides a comprehensive look at target normal cost and funding target ...

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 ...