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 ...

A federal judge found that the terms of the plan document weren’t violated — nor were there breaches of fiduciary duty in the decisions regarding forfeiture reallocation. The “target” plan sponsor ...

A recent Wall Street Journal (WSJ) article asked what I view as a rhetorical question; “Do you really know what’s inside your 401(k)?” Rhetorical in that I suspect the answer from most people — ...

Global asset management firm Invesco announced this week that it has entered a strategic partnership with Swiss-based, alternative investment specialist LGT Capital Partners to develop ...

When plan sponsors consider missing participants, their predominant emotion is likely to be frustration — driven by a caseload of missing or unresponsive participants that defy resolution. As an ...

The ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement ...

Defendants in a recent 401(k) forfeiture reallocation suit have cited the outcome in a recent dismissal of a similar case as rationale for dropping their suit as well. The issue was raised by ...

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 ...

Legislation that is considered one of the American Retirement Association’s top policy priorities is on deck to be considered next week by the House of Representatives.

The two industry giants on Wednesday announced that they are collaborating to deliver a retirement income solution designed to provide retirees with access to a guaranteed income stream for life.

Having failed to get past a motion to dismiss, the plaintiff in a case alleging a fiduciary breach in health plan administration modified their arguments and brought in another plaintiff to the case — ...

During a White House press conference on Tuesday in which President Trump discussed the upcoming launch of Trump accounts, he appeared to endorse the Australian retirement system, known as the ...