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Ascensus names new ABLE Head; Marsh McLennan hires Bill Thompson for new leadership role; Shepherd Financial expands into Florida with veteran adviser hire; and more.

Justices will review a long-running complaint that has implications for future ERISA litigation.

Plan administrators should use the guidance to provide participants with the applicable explanations.

Participants with at least $500 in vested funds will have the option to convert any part of their balance into Roth savings.

The funded status for the largest 100 corporate defined benefit plans rose to 108.1% in December 2025, according to Milliman.

The move aligns with EBSA Head Daniel Aronowitz’s pledge to ‘end the war’ on employee stock ownership plans.

The legislation would alter the standard for fiduciaries considering environmental, social and governance when making investment decisions.

SS&C Technologies allows rollovers to PensionBee IRAs; T. Rowe Price launches withdraw strategy tool; Talcott Financial Group launches fixed-annuity products; and more.

The outcomes were most pronounced among early adopters, according to research from Morningstar.

The agency beat the 180-day deadline to provide guidance following an August 2025 executive order.

The firm previously joined with several other alternative investment managers after announcing its intention to offer the investments in retirement plans last May.

Loan-takers’ deferral rates fell by only 0.8 percentage points over a 2-year period, according to research from the Pension Research Council.

The Massachusetts Democrat has been critical of adding private investments, including digital assets, to retirement plans.

The federal court in the Southern District of New York found no standing or fiduciary breach in a challenge to a $5.7 billion annuity deal.

Most were low earners who collected their benefits to ‘pay the bills,’ according to a new study from the Boston College Center for Retirement Research.

According to the Department of Labor, the plaintiffs lack standing, and it warns litigation could have negative effects on defined benefit plans.

AllianceBernstein names a new president; MissionSquare hires fixed-income head; and more.

The One Big Beautiful Bill Act and 3 executive orders signed in 2025 helped shape this year’s edition.

Better participant engagement could unlock up to $405 billion in industry AUA by 2034, according to research from Accenture.

O’Connor succeeds Bill Ryan, who on January 5 became the Carlyle Group’s managing director and head of retirement solutions.