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 ...

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.

Though Roth treatment of catch-up contributions is currently top of mind for most sponsors, what other plan changes or priorities will they be focused on in the new year? That was the topic for the ...

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 ...

Responding to a recent call from a financial advisor in Massachusetts, the ERISA consultants at the Retirement Learning Center (RLC) address whether highly compensated employees (HCEs) can be excluded ...