1PROFILES IN PARTICIPANT OUTCOMES

Our latest profiles include “Untangling Complexity in a Large Plan” about how Corebridge Financial worked with The Salvation Army Southern Territory to simplify complex plan structures and enhance communication; and “Discovering Alignment with The Breit Group,” where a husband-and-wife RIA team in North Carolina are redefining what it means to align technology with human connection.

2Higher Returns, More Active Management Add Complexity to Private Investments in DC Plans

As regulatory barriers to private investments in 401(k) plans shrink, advisors assess risks, fee structures, and possible fiduciary liabilities before embracing alts in retirement plans.

3A Playbook on the IRS’s Final Regulations on the Roth Catch-Up Contribution Requirement Under SECURE 2.0

The Wagner Law Group’s Jon Schultze and Barry Salkin explain the coming changes.

4Advisors Gaining Popularity Along with the PEPs They’re Selling

New research highlights positive effects of skyrocketing pooled employer plan sales.