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Heritage Pension Advisors, Inc.
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ASC Actuarial Systems Corporation
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Daybright Financial
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Daybright Financial
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Retirement Plan Forfeitures Under Fire

Multnomah Group

Aug. 1, 2025
On-Demand
Webinar

Plaintiffs in the Aldi retirement plan case are now challenging not just the use of forfeitures to offset employer contributions, but also whether those forfeitures are being used in a timely manner. With the Department of Labor backing plan sponsors in principle, this new angle raises important questions about how unallocated dollars are managed year over year. 

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