"The PBGC announced it intends to focus on requests that concern significant or newer legal arguments, with a particular interest in complaints before U.S. circuit courts of appeals and the Supreme Court. However, the PBGC will consider filing supporting legal arguments at the district court level if the dispute involved is significant enough to merit the PBGC’s input."  MORE >>

"The Order directs the Secretary of the Treasury to establish, by January 1, 2027, an informational website (TrumpIRA.gov) that will ... list certain financial institutions that offer IRAs, accept Federal Saver's Match contributions, and meet additional criteria ... The website is intended to allow individuals to filter and compare IRAs based on cost and quality and to provide information about the Federal Saver's Match."  MORE >>

"This report aims to provide the 401(k) industry (and those who are serviced by that industry) with a meaningful and objective set of performance-based benchmarks. It examines the overall performance of 401(k) plans for 27 industry verticals across 8 different performance metrics. The results are then organized by size of firm to allow for easy and meaningful comparisons."  MORE >>

"Baby Boomers and Gen Z employees particularly expressed strong preference for human advice. Among those who prefer professional guidance, nine in 10 believe an advisor can offer personalized help and support them in making more confident financial decisions.... 90% say human advisors can help them avoid mistakes that they may overlook on their own. Another 89% trust a professional's expertise and experience more than automated tools."  MORE >>

"A substantial majority of the teachers surveyed said they believe that having access to multiple plan options and multiple retirement providers is a good thing.... Nearly three-quarters of teachers ... said that they believe they are better equipped than their school districts to choose the right financial products and investments to finance their retirement."  MORE >>

"As a fast-growing school district with more than 8,000 employees, the district found that many staff members were experiencing personal financial stress that carried over into their workday. Leaders recognized that pay alone couldn't address the range of financial concerns across the workforce, and meaningful support was limited. The district needed a scalable, accessible way to help employees build financial confidence without adding administrative complexity."  MORE >>

"With the average boomer 401(k) account balance clocking in at $270,800 at the end of 2025 ... falling well short of the $1.46 million 'magic number' that American workers think they'll need to retire comfortably ... there's reason for concern. In fact, four of 10 Boomers think it's likely that they will outlive their savings[.]"  MORE >>

"The administration's framework tells fiduciaries, 'Evaluate each investment on its merits, follow a prudent process, and we will defer to your judgment.' The China prohibition tells those same fiduciaries, 'Never mind. There is no process to run and no judgment to exercise, Washington has already made the call.' This does nothing to take the government's thumb off the scale; it simply moves it."  MORE >>

"On April 15, 2026, the Department of Treasury announced 5 million Accounts had been opened.... Employers should also expect employees to ask whether they will be offering Account contributions as an employee benefit.Employers should be prepared to answer whether employees can contribute through their cafeteria plans.... Employers should also expect employees to ask whether they will be offering Account contributions as an employee benefit."  MORE >>

"Executive compensation is moving through another period of recalibration. Companies are still competing for leadership talent, but they are doing so against a backdrop of market volatility, tariff uncertainty, supply-chain pressure, proxy-advisor scrutiny and fast-moving changes in how work is measured. For compensation decision makers, the question is no longer simply whether pay is going up. It's whether incentive programs remain credible, explainable and resilient when business conditions shift quickly."  MORE >>