Murphy noted that 74% of respondents say including private investments in retirement plans can help workers build wealth in ways previously limited to the ultra-wealthy, and 72% say diversifying their ...

Meanwhile, Sen. Bernie Sanders (I-Vt.), who is the Ranking Member of the Senate HELP Committee, announced that he had introduced the Pensions for All Act, which seeks to extend coverage to those who ...

Service. Customer-friendly retirement services are part of building that connection and meeting the expectations of plan sponsors, says Finch. They suggest that plan features are part of accomplishing ...

The IRS on July 16 issued guidance on withholding and reporting concerning uncashed retirement plan distribution checks. The guidance came in Revenue Ruling (Rev. Rul.) 2025-15.

Rapid expansion is ahead over the next few years for the small and micro 401 (k) plan segments due to certain competitive dynamics in the market, says a new report by Cerulli Associates.

In her response, Warren noted that “Studies suggest that private market investments have consistently underperformed as compared to publicly traded indices,” (citing a SSRN study from 2020), and that ...

According to the appellate court, “after exhausting all avenues of administratively challenging the proper payee of the funds, they resorted to legal action. The children sued Mire in September 2022 — ...

Certain retirement plan administrators in the Bay State would be subject to heightened disclosure requirements if legislation before both chambers of the Massachusetts legislature is enacted.

You might recall that almost exactly two years ago U. S. Magistrate Judge Rebecca Rutherford submitted a 75-page “findings, conclusions, and recommendations” in response to a suit filed in February ...

The Pension Benefit Guaranty Corporation (PBGC) exercises some oversight of small, single-employer pension plans. And now the hunter becomes the hunted — the Office of the Inspector General (OIG) has ...

There have been some good headlines about 401 Those headlines — reporting on Fidelity’s Building Financial Futures: Q1 2025 report — noted that savings rates hit a record high in Q1, driven by a ...

The IRS has updated static mortality tables to be used for pension plans under Internal Revenue Code Section 430 (h) (3) (A) and ERISA. The tables apply for calculation of the funding target and other ...