Special Coverage

Retirement Plan Litigation

August 2024

Retirement Plan Litigation

Retirement plan litigation is getting no rest in 2024, with lawsuits focused on new areas of retirement plan design and legal developments including a Supreme Court ruling that overturned the Chevron doctrine. This month, we consider various topics related to 401(k)s and the courts.

Past Special Coverage

Participant Service

Participant Service

July’s special coverage delves into participant service from qualified plan advisers, recordkeepers and other players in the retirement ecosystem.

The Rothification of Retirement

The Rothification of Retirement

June’s special coverage series considers the push toward increased Roth use in defined contribution plans and the implications for plan advisers, sponsors and participants. 

Roth in Reality

Further guidance is needed for recent federal retirement legislation as industry faces implementation.

Counting on Roth

Federal retirement legislation is in part looking to Roth 401(k) savings to help pay for related incentives—but uptake may be...

Plan Design Innovation

Plan Design Innovation

In May’s special coverage series, PLANADVISER considers innovations and tactics for best in class workplace retirement plan design. 

Diversity, Equity and Inclusion

Diversity, Equity and Inclusion

In April’s special coverage series, PLANADVISER speaks with diversity, equity and inclusion experts and considers on-the-ground programs seeking to advance DEI in the financial sector.

Retirement & Wealth Convergence

Retirement & Wealth Convergence

Rampant M&A has brought retirement plan advisement and wealth management closer together, but how will the business model work? And which firms will get it right? This month’s special coverage considers various aspects of the convergence.