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 ...

The Labor Department’s Employee Benefits Security Administration (EBSA) has filed a motion withdrawing its appeal of court challenges to the so-called fiduciary rule issued during the Biden ...

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 ...

There’s been a lot of talk about the need for ERISA litigation reform, but now legislation that would address a key aspect of it has been introduced in the House of Representatives. Rep. Randy Fine (R ...

Thanksgiving has been called a “uniquely American” holiday — and as we approach the holiday season, it seems appropriate to take a moment to reflect upon, and acknowledge — to give thanks, if you will ...

In a move that wasn’t unexpected, the U.S. Court of Appeals for the Fifth Circuit granted the Labor Department’s motion to withdraw its appeal of a court challenge(s) to the so-called fiduciary rule ...

“I’m a really bad employee,” Jeff Cullen said. “I move fast and break things. I don’t fit in with a typical corporate environment where there’s a chain of command, a budget, and you have to ask for ...

The more technologically advanced and consistent wealth management apps and website tools are, the higher is investors’ overall satisfaction, according to J.D. Power’s 2025 U.S. Wealth Management ...

With the retirement plan industry operating under an increasingly heavy cloud of litigation, the American Retirement Association (ARA) is calling on Congress to act on legislation that reduces abusive ...