Last week marked a key development in the nascent and still evolving body of case law addressing the status of 401(k) plan participant data as an ERISA “plan asset.” On Tuesday, March 30, 2021, The ...

A confluence of events has a few plan sponsors seeing more assets distributed from their plans than put into them. Retirement plan sponsors are navigating several coalesced challenges that are related ...

President Donald Trump 's new executive order paves the way to bring alternative assets into 401(k)s, but what that will eventually look like — and how complicated it may be — remains to be seen. The ...

Forbes contributors publish independent expert analyses and insights. I am a financial planner and subject matter expert in college savings. This article is more than 2 years old. My 15-year old son ...

This report is one of a series on the adjustments we make to convert GAAP data to economic earnings. This report focuses on an adjustment we make to convert the reported balance sheet assets into ...

Mergers are great when you’re talking about chocolate and peanut butter. But when you’re talking about merging 401(k) plan assets, it’s not always a smooth combination. Plan mergers, whether due to ...

Total US retirement assets reached $45.8 trillion at the end of the second quarter of 2025, according to new data from the Investment Company Institute. The figure marks a 6% increase from the ...

This PLANADVISER In-Depth story considers the new ways financial advisers are seeking to manage participant 401(k) accounts before they’ve rolled out. Fraj Lazreg was giving clients financial advice ...