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The guidance lays out regulatory and statutory changes that might require plan amendments.  

Franklin Templeton launches XRP ETF; Fidelity introduces Roth 401(k) for small businesses; Capital Group, KKR develop offerings to broaden access to private markets; and more.

A district court judge had ruled that the retailer’s use of forfeited funds complied with plan documents and the law.

The series marks the industry’s latest push to offer participants a steady paycheck for life.

The bill features more than 20 measures that have successfully progressed out of committee. 

October Three makes the case that this kind of defined benefit plan is a ‘gold standard’ solution.

The savings accounts for children are expected to go live on July 4, 2026.

Republicans are seeking stricter pleading standards, while Democrats want to uphold the Supreme Court’s Cunningham v. Cornell standard.

Increased adoption of in-plan retirement income solutions; expanded access to new workplace plans; and growth in pre-retiree education programming are expected next year.

ERIC, Chamber of Commerce, National Retail Federation File Brief in Support of Dismissed Forfeiture Complaint

Lawmakers also introduced a bill to ease retirement savings for seniors. 

The current administration’s abandonment of the 2024 Department of Labor proposal to apply fiduciary rules to retirement investment advice is now complete.

Thrift Savings Plan participants will soon be able to convert their balances to Roth accounts within the plan, expanding retirement flexibility but adding tax considerations.

Plan sponsors are relying on advisers, especially at small companies, to improve the effectiveness of outreach to participants.

New tools add immediacy and specificity to communications with participants.

Experts explore education, communication, what works and what more is needed.

Research from Nationwide also reported familiarity with annuities is growing, but a separate LIMRA study questioned clients' actual understanding of the insurance products.

The investment vehicles accounted for approximately 38% of total 401(k) channel assets at year-end 2023, up from 30% at the end of 2019.

The court upheld the decision of a New York district court, ruling that the pension plan's investment strategy did not violate fiduciary duties.

Maximum Benefit/Contribution Limits for 2021 through 2026, with a downloadable PDF of limits from 2016 to 2026.