Defined Contribution

Larger plans are more likely to report an automatic enrollment feature.

Over half of retirees rely on simple withdrawal strategies that can lead to suboptimal spending, Morningstar finds.

Use this calm period to strengthen communications around diversification, highlight the value of staying invested and remind participants why their measured approach works.

When the IRS issued the 2025 Required Amendments List at the end of last year, however, it further delayed the amendment deadline for certain limited changes until after 2026.

Clients said the firm committed breach of contract and fiduciary duty in connection with their investments.

Business-owner clients who sponsor these retirement vehicles have a responsibility to keep them up to date.