Monthly Archives: October 2025

Home Depot Wins Forfeiture Fight: Another Court Shuts Down Fiduciary Breach Claims

Posted on October 3, 2025 by admin

Chalk up another win for plan fiduciaries in the ongoing wave of forfeiture reallocation suits — and this time, the plaintiffs didn’t even get the courtesy of a do-over. The Case Roughly a year ago, participant Guadalupe Cano sued Home … Continue reading →

Posted in Retirement Plans | Leave a comment

Retirement Balances Hit Record Highs: Staying the Course Pays Off

Posted on October 3, 2025 by admin

According to Fidelity Investments’ latest Q2 2025 retirement analysis, retirement savers got some good news: average 401(k), 403(b), and IRA balances hit record highs. Despite the rocky market start this quarter, balances climbed: 401(k)s up 8%, 403(b)s up 9%, and … Continue reading →

Posted in Retirement Plans | Leave a comment

Walking on Eggshells with Plan Sponsors

Posted on October 3, 2025 by admin

A long-time client of a financial advisor had a 401(k) plan sponsor that was quiet, easy to deal with, and, most importantly, loyal. Everything seemed smooth until the advisor’s new employee came on board. The new hire saw the plan … Continue reading →

Posted in Retirement Plans | Leave a comment