The ERISA Advisory Council (EAC) approved three recommendations for the Department of Labor (DOL) to consider regarding qualified default investment alternatives (QDIA).

The attention-getting figure will play prominently in tax policy debates in the coming year, as the 2017 Tax Cuts and Jobs Act, then-President Trump’s signature tax overhaul, will expire on Dec. 31, ...

President-elect Trump nominated former Rep. Billy Long, R-Mo., to be IRS Commissioner; and Frank Bisignano to be the ...

As many Americans continue to feel the impact of inflation and high cost-of-living, Fidelity Investments’ 2025 New Year’s Financial Resolutions study finds that most plan to focus on living within ...

A federal appellate court has affirmed the dismissal of an excessive fee suit that had alleged “astronomical” fees.

Responding to a recent call from a financial advisor in Massachusetts, the ERISA consultants at the Retirement Learning Center (RLC) discuss the latest guidance on making qualified charitable ...

Well, here we are again at the end of yet another workweek . . . and yet, just look at what has happened to these guys and gals . . . In Watertown, New York, Grandma actually got run over by a ...

What’s a safe withdrawal rate? That’s been the topic of debate going back several decades, as 4% generally has been considered a safe rate, but researchers at Morningstar are now recommending a lower ...

As with automatic enrollment, participants can opt out — but in creating an “easy” path to do the “right” thing, it is hoped that not only will these balances remain as retirement savings, but that it ...

Five years after enactment of the SECURE Act, new research suggests that more employers are primed to offer lifetime income options within their plans, but adoption of these products may be hindered ...

To help increase access to guaranteed lifetime income, Allianz Life recently announced that its in-plan annuity solution will be available as part of Empower’s suite of retirement income solutions.

Transamerica recently announced that it is partnering with DWC - The 401(k) Experts to launch two new pooled plan solutions designed to streamline retirement plan management for businesses of all ...