After three consecutive years of double-digit returns on most indexes, nearly 8 in 10 (79%) U.S. institutional investors say that markets are due for a correction in 2026.
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 ...
HR advisory and employee benefits provider Paychex this week unveiled a new AI-powered wealth management solution that provides financial advisors with real-time insights to improve retirement ...
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.
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.
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 ...
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.
A federal judge has ruled that another of the genre of forfeiture reallocation suits has failed to state a claim.
They’re here! The nominees have been sorted, and the list is made. Announcing the National Association of Plan Advisors (NAPA) 2026 Top Retirement Plan Advisors Under 40 — NAPA’s “Aces.” ...
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 ...
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