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,” ...

Another federal judge has dismissed another suit challenging a pension risk transfer arrangement, concurring that with no immediate injury, the plaintiffs lack standing to bring suit. This suit — one ...

Empower CEO Edmund Murphy on Tuesday replied to Senator Elizabeth Warren’s (D-Mass.) letter from June with one of his own. In it, he responded to Warren’s questions and criticism surrounding the ...

Another 401(k) plan has been charged with a fiduciary breach quadfecta; excessive recordkeeping fees, expensive managed account charges, a poor performing stable value option — and offsetting employer ...

The Department of Labor (DOL) put out its shutdown contingency plan on Friday. If Congress fails to pass a budget by Wednesday morning, most non-essential government functions will cease. Passing a ...

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, who typically ...

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.

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 ...