"While plan sponsors acknowledged the growing importance of supporting retirees, the tools, solutions and structural features necessary for effective decumulation of assets accumulated in defined contribution plans are conspicuously absent. The data pointed to a system that excels at building nest eggs, but falls short when it comes time to draw from them, leaving many retirees to navigate complex financial decisions alone."  MORE >>

"Understanding market dynamics is crucial for pension fund managers seeking to safeguard returns and build resilience amid heightened macroeconomic uncertainty. With United States public pension funds holding record-high allocations in equities, [this article highlights] the increased risk of market volatility in 2026."  MORE >>

"Although they get less play than market shocks, spending shocks can also curb a retirement portfolio's longevity. [The authors] examined the implications of two major types of spending shocks: unanticipated early retirement and uninsured long-term care expenses at the end of life. The former may necessitate spending over a longer period, often with higher healthcare costs in the pre-Medicare years, while the latter can translate into an effective 'balloon payment' toward the end of life."  MORE >>

"Strategic use of guardrails, backup plans, and market stress testing can help firm owners make more confident and strategic decisions over time. Further, reducing low-reward risks while doubling down on growth-aligned ones allows advisory firms to scale more sustainably. Advisors who understand and intentionally shape their firm's risk profile are better equipped not just to survive, but to grow something uniquely molded to their long-term vision!"  MORE >>

"[I]ndividuals and businesses in the State of Louisiana affected by severe winter ice storms that began on Jan. 22, 2026 ... now have until March 31, 2026, to file various federal individual and business tax returns and make tax payments."  MORE >>

"[To] receive the true benefit of the mailbox rule in litigation, a plan sponsor must ensure that a postmark is placed on or before the deadline to provide a required notice. Plan sponsors can no longer assume that as long as it was mailed by that date, it would also be postmarked on that date.... [P]lan administrators might consider [these] steps to ensure any required notices are postmarked timely[.]"  MORE >>

"Although often grouped together, RSUs, ISOs and NSOs are taxed differently and create income at different points. Understanding these differences is key to making informed equity compensation decisions."  MORE >>

"From a company perspective, lump sums are operationally simple but hit budgets immediately. Salary continuation spreads costs over time but adds administrative work....For employees with stock options ... [m]ost companies (62%) continue to rely on a 90‑day exercise window.... Nearly a third (28%) offer a tenure‑based approach with longer windows for longer service. Only 10% extend beyond 90 days, even though employees often push for more time."  MORE >>