Tie-up seeks to deepen retirement-plan access to private markets as advisors weigh diversification benefits, fees, and ...

Should defined-contribution plans offer exposure to private equity? Some investment advisors are now adding the asset class to the target-date strategies offered in their defined-contribution ...

The Internal Revenue Service lets older workers make catch-up contributions to their 401 (k)s to enhance their nest eggs as ...

SAN FRANCISCO, May 14, 2025 /PRNewswire/ -- Callan, a leading institutional investment consulting firm, announced today the results of its 2025 Defined Contribution (DC) Trends Survey. Now in its 18 ...

While defined contribution plans represent the next logical market for private equity funds to tap, that doesn't mean DC plan sponsors should be excited for the opportunity necessarily. That's the ...

As you may recall, in addition to the numerous states Ice Miller represents for employee benefit matters, we also represent the Miller United Pension System in the fifty-first state of Iceville. The ...

The recently proposed Retirement Simplicity and Clarity Act would expand in-service rollovers to include annuities. In-service rollovers currently provide active employees with the ability to move ...

We are entering the home stretch of a memorable year. While benefits litigation may not be the first thing that comes to mind, it has been a very busy year for ERISA class actions, particularly for ...