Investment Instruments

Despite proving at trial that the airline favored ESG goals in its 401(k) plan, the plaintiff failed to show that this resulted in financial losses, according to Judge Reed O’Conner of the U.S. District Court for the Northern District of Texas.

One hundred and thirty-eight contracts were sold in the second quarter, down 30% from the same period last year.

Nearly 6 in 10 are approaching this important period without an advisor to help them plan for retirement, and nearly half do not feel qualified to choose their own retirement investments.

On Tuesday, it issued an advisory opinion addressing when lifetime income investment options can be considered qualified default investment alternatives under federal law.

Meanwhile, 63% expect inflation to worsen their financial situation and make everyday necessities less affordable, and 54% say debt is increasing their stress.

Beginning in 2026, highly paid employees can only make catch-up contributions to a Roth 401(k), says Ed Slott.