Having already requested an opportunity to participate in oral arguments in a forfeiture reallocation suit, the Labor Department has asked for the same opportunity in two more suits.
It doesn’t completely open the door, but here’s what the latest staff statement on PEPs tells us …and what it does not.
The Department of Labor’s recently proposed Investment Selection Rule was top of mind at the May 4 kick-off of the Plan Sponsor Council of America’s national conference, a fast-paced roundup that ...
In response to a call from a financial advisor in California, the ERISA consultants at the Retirement Learning Center (RLC) address a common question on the changes to 401(k) catch-up contributions ...
A federal judge has dismissed an excessive fee suit, citing the lack of a “meaningful benchmark,” and an emphasis of process over outcomes.
He's one of several ultra-wealthy investors who have recently supported easier and more widespread access to retirement savings accounts that work alongside the current, private system.
The SEC has issued informal guidance addressing the applicability of the “single trust exclusion” under the Investment Company Act (ICA) in relation to pooled employer plans (PEPs). The Commission ...
Mother’s Day tends to come packaged in the usual ways — cards, flowers, reservations, and a few familiar phrases about gratitude. There’s nothing wrong with any of that. But it also flattens something ...