Following last month’s announcement that it had established itself as a newly formed independent firm after completion of Madison Dearborn Partners’ acquisition, the firm has now announced the ...

With the 43-day government shutdown in the past, the Employee Benefits Security Administration (EBSA) can resume its policy agenda. Recent actions and EBSA’s most recent published agenda suggest that ...

The IRS has issued the 2025 required amendments (RA) list for qualified plans and 403(b)s. They are contained in Notice 2025-60. The 2025 RA List applies to individually designed plans qualified under ...

Reps. Darin LaHood (R-Ill) and Linda Sanchez (D-Calif.), along with Sens. John Barrasso (R-Wyo.) and Michael Bennet (D-Colo.), on Thursday reintroduced legislation to allow retirement savers to roll ...

Noting that “…the Secretary has an interest in effectuating ERISA’s express purpose of “establishing standards of conduct, responsibility, and obligation for fiduciaries of employee benefit plans,” ...

Once again, which recordkeepers stand out? Who provides the best services, support, products, and processes? Few are better positioned to evaluate the numerous offerings now available than advisors, ...

Plan fiduciaries have prevailed in the first of several pension risk transfer (PRT) suits[i] to come to trial. Roughly a year ago, Martha Brennan Camire, Craig Jefferson, David Lyn Shepherd, and ...

In a ruling that a dissenting opinion says "weakens an important mechanism" to stop costly litigation over "meritless claims"—a federal appellate court has given new life to an excessive fee suit.

Small Plans are considered plans totaling $1 million - $10 million. Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and ...

A new bill introduced on Tuesday would codify President Trump’s executive order (EO) from August. EO 14330 directed the Department of Labor (DOL) and Securities and Exchange Commission (SEC) to ...

The White House has officially nominated Daniel Aronowitz to become the next Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA). Aronowitz is the President of Euclid ...

The New York-based fintech firm has expanded its pooled employer plan (PEP) solutions by offering a next-generation PEP designed to make it easier for businesses of all sizes to offer high-quality ...