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 ...

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 ...

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 ...

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 ...

Hey everyone! As we all settle back into our routines after the 5500 deadline season and recent conferences (did anyone else forget what day it was at some point?!), the federal government workers are ...

They’re here! The IRS just announced the new contribution and benefit limits for 2026 for 401(k)s, IRAs, 403(b)s, 457s and more. Most significantly, the amount individuals can contribute to their ...

PSCA’s Annual Survey, released Nov. 12, shows that employee participation in 401(k) plans continues to rise even as contribution rates and plan designs evolve to meet changing economic conditions and ...