Callan, a leading institutional investment consulting firm, announced today the results of its 2026 Defined Contribution Trends Survey. Now in its 19(th) year, the survey covers the key tenets of DC ...
These days, everyone needs a financial plan, a living, breathing framework for making better decisions for you and those who ...
Note to readers: This is a follow-up post to our January 2026 post “401(k) Plans as LPs: Implications for Stakeholders as Private Markets Access Broadens.” Following through on its previously stated ...
When you’ve worked at a big company like Morningstar for as long as I have, you become a little bit skeptical when coworkers start tossing around the word “innovative” to describe a new product or ...
The U.S. Department of Labor (DOL) recently issued proposed regulations providing defined contribution (DC) plan fiduciaries with a prudence-focused safe harbor for any DC plan "designated investment ...
Restoring a pension option for educators can strengthen recruitment, improve retention and help young Alaskans build futures ...
The resource is intended to educate plan sponsors, advisers, consultants and fiduciaries about available options.
The Department of Labor released its proposed rule addressing how fiduciaries should evaluate “alternative” investments within defined-contribution plans on March 30. The proposal, titled “Fiduciary ...
Briefs are for businesses in Northwest Arkansas that are new, have moved or closed, opened a new branch, changed owners or have been honored by an independent organization. Also, businesses with ...
A smart retirement income strategy could be the key to turning your 401(k) funds into reliable lifetime income.
Mon, March 30, 2026 at 12:54 PM UTC With the IRS raising the 401(k) employee deferral limit to $24,500 for 2026, up from $23,500 in 2025, it's important to remember that a $1,000 increase deserves ...
Government is looking to strengthen social security for informal workers by doubling pension payouts under the flagship Atal ...