On the DOL side, private assets are front and center (with the Executive Order’s deadline in February), plus guidance on the fiduciary rule, QPAM exemptions, and SECURE 2.0 notice requirements.

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.

Arguably, the two scariest words in the retirement plan industry? ERISA Litigation, especially when combined with “your practice.” ...