The Department of Treasury and IRS on Friday announced that they plan to issue proposed regulations addressing the tax on so-called excessive compensation and excess parachute payments to employees of ...

The National Association of Plan Advisors and its members are dedicated to ensuring that EVERY hardworking American has a secure and dignified retirement.

In Part 1, we explored the practical opportunities created by the Department of Labor’s proposed fiduciary rule, many of which center on greater clarity, flexibility, and confidence in fiduciary ...

In addition to the American Retirement Association’s support for the DOL’s investment selection proposal, comment letters from other industry stakeholders have also been broadly supportive, while ...

Transamerica, T. Rowe Price, and TIAA this week announced that they have agreed to collaborate to expand access to guaranteed lifetime income for retirement plan participants.

The DOL rightly recognizes that fiduciaries are not making investment decisions in a vacuum. They are making decisions for real plans, with real participants, real plan designs, real investment menus, ...

While it’s not your typical forfeiture reallocation fiduciary breach suit, a recent lawsuit involves both the Labor Department and the issue of forfeitures — in a case more “typical” than you might ...

The comment period has just closed on the Labor Department’s Investment Selection Rule — Nevin (Adams) and Fred (Reish) look at what’s been said, and what’s ahead.

In response to a request for input (Notice 2026-23) on what regulatory projects should be in the IRS’s 2026-2027 Priority Guidance Plan, the American Retirement Association (ARA) has submitted a ...

I will confess that I am (still) of a mixed mind on imbedding retirement income solutions in 401(k) plans — and a new whitepaper on the implications of the new Investment Selection rule has done ...

The New York-based financial services company recently announced the addition of a new design feature offering defined contribution (DC) plan participants an easy way to convert savings into reliable ...

The two letters argued that the proposal will open the door to various alternative assets, such as private equity and crypto, that will have negative effects on retirement investors.