The IRS has released the 2025 Form 5558 to be used to request an extension in filing the Form 5500 for the 2024 plan year. And now it can be filed electronically, as well as on paper.

To expand access to workplace retirement plans for small- and medium-sized businesses, financial services provider Equitable announced the launch of a new pooled employer plan (PEP).

High-profile retirement plan advisor Holly Knight has joined Alera Group as Director of Retirement Advisor Services, the firm announced in mid-January. It’s a new position in the firm’s Retirement ...

Americans like their 401(k) plans just the way they are, according to new research, which finds that a strong majority disagreed with proposals to remove or reduce tax incentives for retirement ...

Wallace Blankenbaker and Suzanne Raffaele are back for another popular session at this year’s NAPA 401(k) Summit at the Fontainebleau Las Vegas, April 28 - 30,2025.

Brad Campbell, former Assistant Labor Secretary for the Employee Benefits Security Administration (EBSA) and currently a Partner with legal powerhouse Faegre Drinker, joined Graff for a frank ...

Yet another fiduciary breach suit not only alleges excessive recordkeeping and investment management fees and misuse of plan forfeitures, but also the failure to include a target date fund.

The White House on Jan. 29 rescinded the OMB memo concerning the sweeping federal funding freeze announced just two days before. It is possible that the PBGC's Special Financial Assistance Program ...

Did you hear the one about how nearly all U.S. retirement plans have “at least one regulatory or fiduciary ‘red flag’ violation”? Well, here’s hoping you haven’t. Because this so-called “analysis” of ...

New research finds that, under certain scenarios, eligible Gen Z and Millennial savers could see a double-digit increase to their retirement wealth from the Saver's Match. What’s more, single women ...

The Employee Benefits Security Administration (EBSA) is facing a fiscal cliff in March which could lead to a significant cutback in services and enforcement.

In what the firms describe as a first-of-its-kind collaboration, 401(k) fintech provider Pontera and wealthtech provider Orion have launched a new integration that will empower advisors to deliver ...