Ask the Experts | November 25th, 2025 Why did the Age 60-63 Catch-Up Contribution Limit Not Rise for 2026? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Data and Research | October 10th, 2025 Stable Value as a Building Block to Retirement Income A recent whitepaper describes the funds, widely used for capital preservation, as ‘predictable, flexible and principal-protected.’
Benefits | August 27th, 2025 Reaching a ‘Mobile’ Workforce LearnLux and Messer Construction Co. partnered to cultivate financial wellness for frontline and dispersed workers.
Deals and People | August 26th, 2025 iCapital Taps Drew Carrington to Lead Alternatives Strategy Carrington will lead the firm’s efforts to accelerate its adoption of alternative asset classes and products for the defined contribution...
Benefits | August 21st, 2025 Aon PEP Surpasses $5B in Assets and 100K Participants PEPs continue to grow as options for plan sponsors to the complexity and scale of managing a standalone 401(k) plan.
Administration | August 1st, 2025 Providers Lean on Tech to Lower Costs in Small 401(k) Plans Automation allows for price relief for modest-sized companies that have been paying more to provide retirement benefits.
Data and Research | July 25th, 2025 DCALTA Releases Principles for DC Stakeholders in Use of Private Market Investments The five principles aim to help fiduciaries responsibly utilize alternative investments within a defined contribution framework.
Data and Research | July 22nd, 2025 Mutual Fund Expense Ratios Reach Historic Lows The expenses that 401(k) participants incur have declined considerably since 2000, according to the Investment Company Institute.
Opinions | July 17th, 2025 Why Call Them Alternatives? Especially When it Comes to Asset Allocation A former director of the PBGC writes that it is time for new language and a new approach toward private...
Products | July 16th, 2025 JP Morgan Asset Management Launches Solo 401(k) The solution is designed for solo entrepreneurs and self-employed individuals who do not have full-time employees.
Investing | July 3rd, 2025 UC Investments and State Street Announce Strategic Alliance The partners aim to provide institutional-grade investment tools and opportunities to retirement investors in the state's DC plan.
Administration | July 1st, 2025 SECURE 2.0 Delivers a Mixed Bag to the 403(b) Arena More than two years after passage of the SECURE 2.0 Act of 2022, advisers are beginning to see the effects...
Compliance | June 25th, 2025 Warren Questions Empower’s Push Into Private Equity for 401(k) Plans Democratic Senator Elizabeth Warren wrote to the company’s CEO pointing out the risks of the asset class and demanding details...
Compliance | June 23rd, 2025 Judge Dismisses 401(k) Forfeiture Complaint Against Wells Fargo The District of Minnesota ruling found that the plaintiff failed to state a claim under ERISA.
Opinions | June 6th, 2025 Addressing the “Alternative Investment Gap” in DC Plans A strategist for PGIM DC Solutions reviews how including alternatives among defined contribution plan investments can affect retirement outcomes, and...
June 4th, 2025 2025 PLANSPONSOR of the Year Award Winners Named Winners of the 2025 PLANSPONSOR of the Year Awards were announced Wednesday night, in Chicago.
Benefits | June 4th, 2025 PSNC 2025: State of the Retirement Plan Industry Experts discussed opportunities for innovation and improvement, as well as some challenges that threaten participants’ retirement readiness.
Deals and People | February 18th, 2025 Arthur J. Gallagher & Co. Acquires Agilis Partners Agilis Partners will be known as Gallagher.
Opinions | November 15th, 2024 Securing Retirement: 2025 Trends in DC Retirement Income Solutions The IRIC’s executive director shares expectations for what to expect from defined contribution plans next year.
Data and Research | July 30th, 2024 Ideal Retirement Age of 65 Out of Reach for 45% of Savers New data from Morningstar rings the alarm for many baby boomers and Generation Xers on not having enough to meet...