Target-date funds (TDFs) have continued to grow in popularity and total assets, according to data from the PSCA 68th Annual 401(k) Survey. Their usage as a default has also continued to grow at a ...

According to Fidelity Investments’ latest Q3 2025 retirement analysis, average 401(k), IRA and 403(b) account balances reached new record highs, driven by consistent savings and positive stock market ...

Yet another forfeiture reallocation suit has been dismissed — with no opportunity to amend the claims deemed insufficient.

Kelsey Mayo is Chief of Retirement Policy & Regulatory Affairs with the American Retirement Association.

The Securities and Exchange Commission’s (SEC) examination staff announced that they will be scrutinizing recommendations made to older investors and retirement savers in their 2026 Examination ...

Responding to a call from a financial advisor in New York, the ERISA consultants at the Retirement Learning Center (RLC) address whether a client can undo an in-plan Roth conversion.

Last week, we (finally) got the new contribution and benefit limits for 2026 from the IRS. Some (you know who you are) seem to think we make too much of this. I disagree.

As the U.S. experiences a growing number of centenarians, a new report sheds light on an increasing disconnect between the expected length of retirement and worker readiness.

Bank of America is launching 401k Pay, a new digital solution designed to simplify and convert 401(k) account assets into retirement income.

A federal judge has ruled that another of the genre of forfeiture reallocation suits has failed to state a claim.

First up: Roth catch-up contributions. Unless you’ve been living under a rock (or only the defined benefit world, perhaps!), you know there’s a special rule for higher earners who want to make ...

But – the suit claims – “…once the plan is designed, it must be executed with an “eye single” to the interests of the Plan participant,” while Humana’s forfeiture allocation decisions were “…more ...