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 IRS just announced the new contribution and benefit limits for 2026 for 401(k)s, IRAs, 403(b)s, 457s and more.

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 ...

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.” ...

What’s sure to be a high (HIGH!) energy session at the 2026 NAPA 401(k) Summit in Tampa, Fla., in April will focus on sales in the internet (meaning virtual) age.

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 ...

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 ...

Citing numerous precedents (and a recent amicus brief by the Labor Department), a federal judge has granted the motion to dismiss another forfeiture suit.

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 ...

Dial explains some fascinating findings from “The Retirement Disconnect: What Sponsors Miss About Participant Priorities,” the firm’s 12th annual survey of retirement plan participants and sponsors, ...

Shifts in the interest rate environment and a robust equity market have triggered yet another 401(k) suit involving a stable value fund holding.