The inclusion of private market investments in 401(k)s is a hot topic in retirement plan product and policy circles.

Goldman Sachs Asset Management (GSAM) announced that it is introducing a collective investment trust (CIT) that will provide access to private credit investments for defined contribution (DC) plans ...

Graff emphasized to the National Association of Plan Advisors’ (NAPA) delegates gathered from around the country that retirement and retirement planning is a bipartisan issue, something that must ...

In recent days, federal courts have dismissed two notable suits regarding forfeiture reallocation, but most notably the Labor Department has now weighed in on behalf of plan fiduciaries in another ...

Last week yet another industry survey asked a bunch of arguably uninformed individuals how much they thought they’d need for retirement — and how far from that goal they were. Bet you can guess the ...

Both Houses of Congress have introduced the "Small Nonprofit Retirement Security Act,” which would provide a tax credit of up to $5,000 for the three years of a retirement plan’s operation and an ...

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.

Welcome to week two of voting on potential topics for the 2026 NAPA 401(k) Summit. It’s your chance to weigh in on the second batch!

The wealth management industry apparently is on a collision course with a talent crisis, according to J.D. Power’s newly released 2025 U.S. Financial Advisor Satisfaction Study.

While the sweeping tariff policy announced in April didn’t appear to have an immediate impact on the 2026 Social Security cost-of-living adjustment (COLA) projections, that might be changing, albeit ...

Preparing for retirement is often compared to preparing for a long trip — and there is perhaps no longer trip ever prepared for than going to the moon.

The ERISA consultants at the Retirement Learning Center (RLC) address a question on the order of 401(k) testing corrections after a client’s 401(k) plan failed the actual deferral percentage (ADP) ...