Bank of America is launching 401k Pay, a new digital solution designed to simplify and convert 401(k) account assets into retirement income.
A federal judge has ruled that another of the genre of forfeiture reallocation suits has failed to state a claim.
Emphasizing that it’s an ‘asset purchase’ and not an acquisition, Great Gray Trust Company CEO Rob Barnett said ‘there are a ton of complementary pieces’ with the transaction.
First up: Roth catch-up contributions. Unless you’ve been living under a rock (or only the defined benefit world, perhaps!), you know there’s a special rule for higher earners who want to make ...
They’re here! The nominees have been sorted, and the list is made. Announcing the National Association of Plan Advisors (NAPA) 2026 Top Retirement Plan Advisors Under 40 — NAPA’s “Aces.” ...
The third-party administrator (TPA) necessarily wears many hats for retirement plans. Who better than TPAs themselves to talk about some of the hats they’re wearing and how they fit? A recent panel ...
In a case that found no damages, but that ERISA Section 502(g)(1) provides a court with discretion to “allow a reasonable attorney’s fee and costs of action to either party,” the plaintiff’s attorneys ...
Citing numerous precedents (and a recent amicus brief by the Labor Department), a federal judge has granted the motion to dismiss another forfeiture suit.
They’re here! The IRS just announced the new contribution and benefit limits for 2026 for 401(k)s, IRAs, 403(b)s, 457s and more.
While the government shutdown reportedly has caused a pause in work on guidance to make it easier to include private market investments in 401(k) plans, the clock is ticking and there are still lots ...
But – the suit claims – “…once the plan is designed, it must be executed with an “eye single” to the interests of the Plan participant,” while Humana’s forfeiture allocation decisions were “…more ...