The suit, filed in the U.S. District Court for the Northern District of Texas ( Ware v. Coca-Cola Sw. Beverages LLC, N.D. Tex., No. 3:24-cv-02707, complaint 10/28/24 ), charged plan fiduciaries with: ...

Last April, the Federal Trade Commission (FTC) finalized a near-total ban on non-compete agreements that could have a significant impact on the financial services industry, but that guidance has now ...

An employer that provides retirement plan coverage must meet the needs of employees who hail from a wide range of generations, from those nearing retirement to those just entering the workforce and ...

Inviting all stakeholders to assist in creating a more inclusive financial landscape, the U.S. Department of the Treasury released its inaugural National Strategy for Financial Inclusion in the United ...

The National Association of Plan Advisors (NAPA) is pleased to announce its inaugural list of top social media influencers, the newest accolade celebrating those retirement professionals who are doing ...

Shlomo Benartzi recently responded to Nevin Adam’s Oct. 29 column addressing Mr. Benartzi’s Oct. 19 op-ed in The Wall Street Journal about the 401(k) system. This post is a brief follow-up to that ...

They’re here! The IRS just announced new contribution and benefit limits for 2025 for 40(k)s, IRAs, 403(b)s, 457s and more.

The Office of Budget and Management (OMB) is expected to receive a proposal Oct. 25 or Oct. 26 that would clarify how shares in employee stock ownership plans (ESOP) are to be valued, according to ...

A general session involving Washington heavy hitters that took place the morning of Sept. 22 at the ASPPA Annual Conference in Orlando, Fla., focused on sports metaphors and regulatory priorities at ...

The IRS has not yet clarified if defined contribution plans created before the SECURE 2.0 Act was passed will have to implement automatic features if they join a multiple employer plan (MEP).

Auto-enrollment, deferral, escalation and now portability—it’s the latest in the “auto” revolution meant to make it as seamless as possible to help workers save.

Financial wellness, automatic rollovers, and plan terminations are currently a trifecta of important topics to which advisors can add real value. In an increasingly commoditized retirement plan space, ...