Philadelphia has become the first city in the nation to establish its own automatic workplace retirement savings program. Known as PhillySaves, the program is designed to help private-sector employees who do not have access to a workplace retirement plan begin saving...
In March 2026, the U.S. Department of Labor (DOL) proposed a rule related to fiduciary prudence under the Employee Retirement Income Security Act of 1974 (ERISA). The proposed Fiduciary Duties in Selecting Designated Investment Alternatives rule clarifies fiduciary...
AI is now a copilot for everyday tasks, helping people with emails, meal planning, workout routines, and more. It’s also impacting how participants approach retirement planning. AI’s Growing Influence on Financial Decision Making While health and wellness rank...
The 2026 Employee Benefit Research Institute (EBRI) and Greenwald Research Retirement Confidence Survey (RCS) finds a widening gap between what workers expect retirement to look like and what retirees actually experience, particularly around retirement timing and...
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...
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 —...
