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DOL Backs Employers in Forfeiture Litigation   

DOL Backs Employers in Forfeiture Litigation   

Apr 20, 2026 | Plan Administration, Retirement Plan News, Retirement Plans

The U.S. Department of Labor (DOL) is urging a federal appeals court to uphold the dismissal of a lawsuit claiming that an employer misused retirement plan forfeitures. On January 30, 2026, the DOL filed an amicus brief with the U.S. Court of Appeals for the Third...
The Unique Retirement Planning Considerations of “Single Savers”

The Unique Retirement Planning Considerations of “Single Savers”

Apr 10, 2026 | Plan Administration, Retirement Plans

It’s been widely reported that the marriage rate among Americans has declined sharply in recent decades. According to the Census Bureau, 60.8% of households were headed by married couples in 1980. By 2024, that figure had fallen to 47.1%. Divorced, widowed, or never...
Lawmakers Introduce Bipartisan Bill to Simplify and Streamline Form 5500 Reporting

Lawmakers Introduce Bipartisan Bill to Simplify and Streamline Form 5500 Reporting

Mar 24, 2026 | Plan Administration, Retirement Plan News, Retirement Plans

House members on the Education and Workforce Committee have introduced legislation aimed at making the annual filing of Form 5500 — the federal return employee benefit plan sponsors must submit to the Department of Labor, IRS and Pension Benefit Guaranty Corporation —...
Household Spending Data Reveals Participant Borrowing Patterns

Household Spending Data Reveals Participant Borrowing Patterns

Mar 13, 2026 | Plan Administration, Retirement Plans

New data suggests individuals’ decisions to take 401(k) loans are driven less by discretionary spending needs and more by day-to-day cash-flow constraints. A December 2025 study conducted by the Employee Benefit Research Institute (EBRI) and J.P. Morgan Asset...
Student Loan Burden Lingers Beyond Repayment—Especially for Private Sector Workers

Student Loan Burden Lingers Beyond Repayment—Especially for Private Sector Workers

Feb 26, 2026 | Plan Administration, Retirement Plans

Reported by Judy Faust Hartnett Many Americans remain concerned about the long-term cost of higher education. While former President Joe Biden’s administration rolled out loan forgiveness initiatives and updated income-driven repayment plans, recent restructuring...
PEPs Gaining Ground, But One Size May Not Fit Al

PEPs Gaining Ground, But One Size May Not Fit Al

Feb 13, 2026 | Plan Administration, Retirement Plans

The Department of Labor (DOL) is asking for public input on how to support small businesses that want to adopt pooled employer plans (PEPs), a signal that regulators see these arrangements as one way to help close the coverage gap. PEPs have gained significant...
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  • DOL Backs Employers in Forfeiture Litigation   
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  • Lawmakers Introduce Bipartisan Bill to Simplify and Streamline Form 5500 Reporting

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