Responding to a call from an advisor in Texas, the ERISA consultants at the Retirement Learning Center (RLC) address a question concerning how and whether Social Security benefits are affected for a U ...

A new study by Morningstar Retirement suggests that managed accounts can help improve retirement readiness, especially for participants who start off behind.

The pace of suits alleging a fiduciary breach in disposition of forfeitures continues — with a new twist. The pace of suits alleging a fiduciary breach in disposition of forfeitures continues — with a ...

Graff emphasized to the National Association of Plan Advisors’ (NAPA) delegates gathered from around the country that retirement and retirement planning is a bipartisan issue, something that must ...

The Senate Committee on Health, Education, Labor and Pensions (HELP) held a hearing Thursday in which they discussed legislation to increase the prevalence of employee-stock ownership plans (ESOP).

Congressman Tim Walberg (R-Mich.) believes the Employee Benefits Security Administration (EBSA) is straying from its mission as an impartial regulator, “picking winners and losers” rather than working ...

You may have seen it. At the end of 2024, industry duo Will Prest and Lisa Kottler released their RetireTech Map.

The Employee Benefits Security Administration (EBSA) wrote a letter to Thomson Hine, an ERISA law firm representing Citigroup inc. concerning its Racial Equity Program. The letter stated that Citi’s ...

Rep. Vern Buchanan (R-Fla.) addressed delegates from around the country at the NAPA D.C. Fly-In Forum on Tuesday afternoon, thanking the retirement plan advisors in attendance for their work and ...

The inclusion of private market investments in 401(k)s is a hot topic in retirement plan product and policy circles.

"You could take this, go back to your clients and say, ‘Here's the lesson.’ You could repeat it verbatim," Tom Clark said Tuesday.

In recent days, federal courts have dismissed two notable suits regarding forfeiture reallocation, but most notably the Labor Department has now weighed in on behalf of plan fiduciaries in another ...