There’s something about a birthday that ends in zero that hits differently. And I have one of those this week.
To lead its next phase of growth, small business retirement solutions provider Ubiquity Retirement + Savings on Monday announced the appointment of James Hobson as Chief Executive Officer.
Like any good storm track, this list tells you where the heaviest bands are likely to hit. Some themes are familiar; others have shifted with the wind. Either way, knowing the EBSA’s enforcement ...
Even though President Trump has backed away from a rumored 401(k)-housing proposal, there apparently is still some congressional interest in the issue.
Assuming the plan can overcome the fiduciary considerations, there are practical considerations in how the investment is created. The proposal would require the 401 (k) plan to obtain an ownership ...
Once again, a federal judge has dismissed a suit alleging that the decision to offset employer contributions with forfeitures — in accordance with the terms of the plan document (not to mention tax ...
The Department of Labor’s Employee Benefits Security Administration on Thursday announced an overhaul to its national enforcement priorities for FY 2026, highlighting where it will focus its ...
To help support independent financial advisors, bipartisan legislation was introduced that seeks to remove “outdated regulatory barriers” that penalize them for operating as a small business.
Yet another of the 401 (k) forfeiture reallocation suits has been dismissed for failure to state a claim.
The nation’s highest court has agreed to hear arguments in a 401(k) case involving alternative investments and the need for a “meaningful benchmark.” ...
The rumored Trump Administration proposal to permit savers to invest a portion of their 401(k) retirement accounts in their personal residences took a hit from the president himself on Thursday.
In a highly anticipated speech at the World Economic Forum in Davos, Switzerland, President Trump announced an executive order (EO) to ban institutional investors from buying single-family homes but ...