19+ hour, 25+ min ago  (460+ words) Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations. Q: My plan does not allow for Roth in-plan rollovers, but we are interested in using the Roth in-plan rollover correction method. I read the Expert's…...

1+ day, 9+ hour ago  (197+ words) Despite the global conflict in Iran, the trading tone "feels cautious and watchful, not reactive," per Alight"s Rob Austin. Retirement investors" trading activity in their 401(k) accounts remained light in February, making few changes to their long-term allocations, Alight Solutions…...

4+ day, 10+ hour ago  (456+ words) New data show participants turning to 401(k) plans when in need of money for unexpected expenses. An increasing number of participants are making hardship withdrawals from their defined contribution plans when they for face unexpected expenses, according to recent data from…...

4+ day, 11+ hour ago  (213+ words) A federal judge in Arizona has refused to dismiss a proposed class action'lawsuit'accusing Discount Tire's parent company and its board of breaching their fiduciary duties under federal retirement law by offering allegedly'underperforming'investment options in the company's employee retirement plan.' Nearly…...

4+ day, 12+ hour ago  (309+ words) Scripta hires 2 to lead sales; Nationwide promotes Ed Malone to associate VP; and Jason Levy promoted to head retirement policy at Great Gray. Scripta Hires 2 to Lead Sales Scripta Insights, an artificial intelligence-powered pharmacy navigation company, hired Mark Davis as…...

5+ day, 10+ hour ago  (259+ words) The awards honor public pension fund staff members who excelled in 2025. The National Conference on Public Employee Retirement Systems honored five public pension fund staff members with awards recognizing exceptional communications and member services work they performed last year. The…...

1+ week, 3+ hour ago  (722+ words) 401(k) balances increased by more than 11% and 403(b) balances rose 13%, according to Fidelity, the third consecutive year topping 10%. Average 401(k) and 403(b) balances increased by double-digit percentages in 2025, marking the third straight year of strong growth, according to Fidelity Investments" "Q4 2025 Retirement Analysis" report, released…...

1+ week, 18+ hour ago  (207+ words) Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations. Q: How do you calculate service for purposes of the 15-year catch-up election for a 403(b) plan? Is it elapsed time, hours-counting, or some other measurement?" Kimberly…...

1+ week, 1+ day ago  (540+ words) As regulators prepare guidance, experts say ERISA's prudence standard remains'but process, documentation and expertise matter more than ever. When President Donald Trump signed an executive order in August 2025 directing federal regulators to provide guidance on how fiduciaries can incorporate alternative…...

1+ week, 1+ day ago  (255+ words) While 63% of women surveyed reported feeling financially secure, fewer than half reported being confident about their financial plans for retirement'down from the 2023 edition of Allianz's research. Forty-six percent of women reported feeling confident in their retirement plans in 2025, down from…...