Data and Research | April 9th, 2026 Retirement Investors Maintain Trading Consistency in Q1 Some investors shifted out of equities and into more conservative options in March, but most stayed the course, according to...
Investing | February 9th, 2026 401(k) Trading Light in January After Historically Quiet December Investors demonstrated an overwhelming preference for non-U.S. funds at the start of 2026.
Data and Research | October 13th, 2025 Q3 401(k) Trading Favors Fixed Income Investors moved away from U.S. large-cap equities and into bonds in the year’s third quarter, particularly in September, according to...
Benefits | October 1st, 2025 Nearly 21,000 Plan Sponsors Have Adopted PSN Auto-Portability The Portability Services Network enables small balance 401(k) rollovers for six recordkeepers comprising 63% of the market.
Investing | September 8th, 2025 Alight: August 401(k) Trading Light, ‘Quiet’ There were no days with above-normal trading during the month.
Investing | July 11th, 2025 401(k) Trading Hot Most of Q2, Cooled in June Investors rapidly shifted funds from stocks to fixed income, then backed off.
Compliance | June 25th, 2024 PNC Wins ERISA 401(k) Excessive-Fee Lawsuit A Pennsylvania federal judge ruled that an expert witness to the plaintiffs was unreliable, dismissing the argument that the plan...
Compliance | May 10th, 2024 Appeals Court Revives Pension Case Against Northrop Grumman For a second time, the 9th Circuit has resurrected a lawsuit that targeted the aerospace and defense company.
Compliance | November 14th, 2023 Alight Solutions Seeks Summary Judgement in 401(k) Theft Case Alight claims Paula Disberry’s retirement lawsuit “arose out of the unfortunate theft,” of $750,000 in 401(k) assets, not fraud or...
Compliance | November 13th, 2023 Motion Seeks to Hold Alight Liable for Theft of 401(k) Assets Plaintiff Paula Disberry has requested the court order restoration of her $750,000 in lost assets.
Participants | September 15th, 2017 August Uptick in Trading Favors Fixed Income The majority of outflows from retirement plan participant accounts came from U.S. equities and company stock, despite powerful stock market...