While most of the forfeiture reallocation suits to date have been dismissed, a federal judge has embraced the “minority” position in keeping some of a 401(k)-forfeiture reallocation suit alive.

In a case the plaintiff won — but that found no monetary damages, the plaintiff’s attorneys asked the court to grant them fees (and costs) of $7.9 million. Guess how much they got?

The SEC chair confirmed that he is exploring regulatory changes to expand access to private investments for retirement investors and that ERISA is an important tool to protect investors from the ...

I recently stumbled across a report that claimed a “Massive Gap Between Participant and Attorney Recoveries in ERISA Lawsuits.” ...

Though most of the 401(k) forfeiture reallocation suits to date have struggled to get past the motion to dismiss stage, a federal judge found plausible claims that fiduciaries violated their duty of ...

Responding to a call from a financial advisor in Pennsylvania, the ERISA consultants at the Retirement Learning Center (RLC) address how the rules requiring mandatory Roth 401(k) catch-up ...

Over time, though, policymakers have expanded pre-retirement access — often for very good reasons. Emergency access can give participants confidence to save. Knowing the money isn’t completely locked ...

The ERISA Advisory Council (EAC), an expert panel that advises the Department of Labor (DOL) on ERISA-related matters, did not meet a single time in 2025 and has no plans to convene in 2026, according ...

Amid various, ongoing economic pressures, many business owners are continuing to prioritize their workforce, often at a personal financial cost, according to new survey results.

The parties in a suit that had originally focused on excessive 401(k) fees, and subsequently added charges related to the plan’s forfeiture reallocation practices have come to terms.

Asset management firm Schroders and private markets platform provider Apollo have announced a strategic partnership to develop a “next generation” of wealth and retirement investment products aimed at ...

On Jan. 28, the President hosted a star-studded Trump Account Summit in Washington, D.C. to promote the program, featuring Gerstner, Shark Tank co-host Kevin O’Leary, and rapper Nicki Minaj.