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 ...

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 ...

There’s a “new” retirement crisis to fret about — and it involves so-called “junk” IRAs. You may have seen the recent Wall Street Journal’s headline that proclaimed “Forgotten 401(k) Accounts Are ...

Mark Uyeda, one of five Commissioners of the Securities and Exchange Commission (SEC), argued that private securities should be considered “as part of diversified portfolios in defined contribution ...

After three consecutive years of double-digit returns on most indexes, nearly 8 in 10 (79%) U.S. institutional investors say that markets are due for a correction in 2026. This is according to ...

Last week, we (finally) got the new contribution and benefit limits for 2026 from the IRS. Some (you know who you are) seem to think we make too much of this. I disagree. That said, and regardless of ...

The Securities and Exchange Commission’s (SEC) examination staff announced that they will be scrutinizing recommendations made to older investors and retirement savers in their 2026 Examination ...

Citing numerous precedents (and a recent amicus brief by the Labor Department), a federal judge has granted the motion to dismiss another forfeiture suit. This suit had been filed by Rafael Polanco ...

The parties in an excessive fee suit that tried to expand it to include forfeitures (but failed) have come to terms. In the original 2022 suit, participant-plaintiffs Tera Bozzini and Adrian Gonzales ...

In what may come as no surprise, the days of the Biden administration’s guidance allowing plan fiduciaries to consider environmental, social and governance (ESG) factors when making plan investment ...

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 ...