Following last month’s announcement that it had established itself as a newly formed independent firm after completion of Madison Dearborn Partners’ acquisition, the firm has now announced the ...

High-profile ERISA attorney Fred Reish has left Faegre Drinker Biddle & Reath, heading East to join Scott Colangelo and Jania Stout at Overland Park, Kan.-based Prime Capital Financial, the firm ...

Fidelity Investments has announced the launch of its Roth Self-Employed 401(k), a new retirement savings option for small businesses. According to the firm’s announcement, self-employed individuals or ...

The IRS has issued the 2025 required amendments (RA) list for qualified plans and 403(b)s. They are contained in Notice 2025-60. The 2025 RA List applies to individually designed plans qualified under ...

Noting that “…the Secretary has an interest in effectuating ERISA’s express purpose of “establishing standards of conduct, responsibility, and obligation for fiduciaries of employee benefit plans,” ...

Litigation that involved a multiple employer plan (MEP), merging plans, a 3(38) investment advisor, a plan sponsor—and at one point an advisor (NFP)—has been resolved in favor of the fiduciary ...

The White House has officially nominated Daniel Aronowitz to become the next Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA). Aronowitz is the President of Euclid ...

Many individuals and couples planning for retirement do not have a clear understanding of what healthcare expenses they may have in retirement, but given the latest estimates, they should start paying ...

Well, it’s taken a couple of years, but a federal judge has now formally set aside part of the Labor Department’s investment advice regulation. You might recall that almost exactly two years ago U. S.

There’s a “new” retirement crisis to fret about — and it involves so-called “junk” IRAs. You may have seen the recent Wall Street Journal’s headline that proclaimed “Forgotten 401(k) Accounts Are ...

Which recordkeepers stand out? Who provides the best services, support, products, and processes? Few are better positioned to evaluate the numerous offerings now available than advisors, who typically ...

Small Plans are considered plans totaling $1 million - $10 million. Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and ...