Retirement Regulation

The Senate has introduced a bill, <i>Improving Disclosure for Investors Act&nbsp;of 2025</i>, which would require the SEC to propose rules&nbsp;allowing for the default electronic&nbsp;delivery of regulatory documents to investors, who can still choose to “opt out.”&nbsp;

The chipmaker Intel's&nbsp;case dismissal<i> </i>might provide comfort to plan fiduciaries looking to provide access to private market assets, often overlooked in 401(k) plans, as part of a well-diversified retirement portfolio.

This class action suit is one of 50 suits filed in the past two years by employees challenging how employers use the “forfeited funds” from departing employees who leave before they are vested in the retirement plan.

For the first time in SSA history, the average monthly check hits a major milestone, yet for the 450,000 recipients aged 62 and older with outstanding student loans, garnishments will lessen the amount of their checks.

This marks the second biggest change this week to Biden-era Labor Department retirement plan investment rules, after the DOL announced it is rolling back its investment warning on allowing crypto in 401(k)s.

As President Trump mulls an executive order that would let private equity into 401(k) plans, DOL gave crypto a huge push forward by rolling back a Biden-era warning to fiduciaries.