FUSE surveyed advisors with 10 or more DC plan clients and found that 59% expect SECURE 2.0 provisions to increase their revenues by 1% to 10% by the end of 2025. Only 9% of specialist plan advisors ...

A “new” entrant to the forfeiture reallocation suit “suite” — and a decision in favor of fiduciary defendants — Nevin & Fred review the latest developments.

The belief in the Social Security system the NIRS found may be robust, but that doesn’t translate to an across-the-board expectation that it will generate the intended benefits. The NIRS found that ...

The Defined Contribution Institutional Investment Association (DCIIA) published a report that outlines what fiduciaries should consider when constructing a plan investment menu. DCIIA outlined a three ...

From the Canadian border to Key West, retirement systems that benefit teachers will be adjusted if state legislators enact measures recently introduced. New York: Expand the Teachers’ Retirement ...

Once again, a federal judge in Amarillo, Texas, has rejected the arguments of 26 attorneys general in Republican-led states who challenged the legitimacy of the so-called ESG rule issued in 2022. The ...

Collective investment trusts (CITs) finally leapfrogged mutual funds in 2024 as the largest holder of target date assets, and they continue to expand their lead over the once formerly dominant ...

Not one, not two, not three, but four state legislatures are considering bills that would create a state program to provide retirement plan coverage for their private-sector employees whose employers ...