Alcohol is everywhere — industry conferences, work functions, happy hours, and just about anywhere else. It’s something Steve Wilt acknowledged before deciding to act, at least in his own life.

When it comes to ERISA ligation, even if at first you do succeed, you often have to try, try again. Certainly that’s been the case of the fiduciaries of the HP 401(k) plan, one of a number of national ...

U.S. Senator Katie Britt (R-Ala.) reintroduced a bill on Wednesday afternoon to allow 403(b) plans to include collective investment trusts (CIT) as part of their investment menu options.

Labor groups, including the American Federation of Government Employees (AFGE) and the AFL-CIO, brought a lawsuit challenging the Department of Government Efficiency’s (DOGE) authority over the ...

Will your 401(k) be chopped by the Chiefs — or soar with the Eagles? That’s what adherents of the so-called Super Bowl Indicator would likely conclude, after all.

Vanguard announced this week that, effective Feb. 1, it is reducing expense ratios on 87 funds and 168 share classes.

The ERISA consultants at the Retirement Learning Center (RLC) address whether it’s possible to aggregate RMDs from an annuitized IRA with RMDs from an IRA that isn’t annuitized to determine the total ...

The IRS has released the 2025 Form 5558 to be used to request an extension in filing the Form 5500 for the 2024 plan year. And now it can be filed electronically, as well as on paper.

To expand access to workplace retirement plans for small- and medium-sized businesses, financial services provider Equitable announced the launch of a new pooled employer plan (PEP).

High-profile retirement plan advisor Holly Knight has joined Alera Group as Director of Retirement Advisor Services, the firm announced in mid-January. It’s a new position in the firm’s Retirement ...

Did you hear the one about how nearly all U.S. retirement plans have “at least one regulatory or fiduciary ‘red flag’ violation”? Well, here’s hoping you haven’t. Because this so-called “analysis” of ...

Wallace Blankenbaker and Suzanne Raffaele are back for another popular session at this year’s NAPA 401(k) Summit at the Fontainebleau Las Vegas, April 28 - 30,2025.