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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.

The decision to withdraw from the court battle likely marks the end of the lengthy dispute over the retirement investment advice regulation.

The department stated that non-citizens will be ineligible for the tax credits scheduled to go into effect in 2027. 

The Economic Innovation Group updated its analysis of who is left out of the US private sector retirement savings system, drawing on new federal data.

The commissioner said defined contribution plans should diversify beyond public securities aligning with the August executive order spotlighting inclusion of private assets in retirement plans.

Dianne Sandoval named CIO of Maryland SPRS; Fiona Greig promoted to principal at Vanguard; Nationwide picks JJ Pérez to lead strategic customer solutions team; and more.

The 2026 contribution limits for qualified retirement plans and the implications of summer legislation may factor into participants’ salary deferrals.

This kind of ERISA complaint has struggled to gain traction since the Department of Labor’s amicus brief in favor of employers. 

Nestimate launches TDF evaluation platform; Morningstar allows Microsoft AI tools access to data; Milliman builds ETFs to meet rising health care costs; and more.

Aon’s 2025 Benefits Survey of Hospitals found health systems wants their employees to understand both the benefits available and how valuable they are.