APRIL 2026 Newsletter
Study: Confidence Higher Among Target Date Fund Investors
A new survey by Voya Investment Management finds that participants who invest in target date funds (TDFs) feel significantly more confident about their retirement savings than their peers who are not invested in TDFs. When asked whether investing in a TDF makes them feel more confident about making good investment decisions, 95% of employed TDF investors said...
Lawmakers Move to Ease Form 5500 Filing Burdens
Representative Glenn Grothman (R-Wisc.) and Representative Donald Norcross (D-N.J.), together have introduced legislation aimed at easing the IRS Form 5500 filing burdens. The bill, H.R. 7362, known as the Form 5500 Filing Simplification Act, was introduced on February 4, 2026.
Among other changes, if passed, the bill would...
DOL Backs Employers in Forfeiture Litigation
The U.S. Department of Labor (DOL) is urging a federal appeals court to uphold the dismissal of a lawsuit claiming that an employer misused retirement plan forfeitures.
On January 30, 2026, the DOL filed an amicus brief with the U.S. Court of Appeals for the Third Circuit in Barragan v. Honeywell Int’l Inc., asking the court to affirm a lower court’s decision in favor of...