New research suggests that the financial and retirement savings differences between individuals with advisors compared to those without offers a compelling case as to why employers should strive to ...

The New York-based employee-benefit platform provider on Wednesday announced that it has been selected by Intuit as the exclusive partner for QuickBooks 401(k).

Since late 2023, when auto portability — as delivered via the Portability Services Network (PSN) — became operational, the new plan feature has been steadily working its way from an innovative concept ...

It doesn’t completely open the door, but here’s what the latest staff statement on PEPs tells us …and what it does not.

Having already requested an opportunity to participate in oral arguments in a forfeiture reallocation suit, the Labor Department has asked for the same opportunity in two more suits.

The Department of Labor’s recently proposed Investment Selection Rule was top of mind at the May 4 kick-off of the Plan Sponsor Council of America’s national conference, a fast-paced roundup that ...

In response to a call from a financial advisor in California, the ERISA consultants at the Retirement Learning Center (RLC) address a common question on the changes to 401(k) catch-up contributions ...

A federal judge has dismissed an excessive fee suit, citing the lack of a “meaningful benchmark,” and an emphasis of process over outcomes.

He's one of several ultra-wealthy investors who have recently supported easier and more widespread access to retirement savings accounts that work alongside the current, private system.

Mother’s Day tends to come packaged in the usual ways — cards, flowers, reservations, and a few familiar phrases about gratitude. There’s nothing wrong with any of that. But it also flattens something ...

The SEC has issued informal guidance addressing the applicability of the “single trust exclusion” under the Investment Company Act (ICA) in relation to pooled employer plans (PEPs). The Commission ...

The proposal contains many examples of how a fiduciary should approach a particular investment selection situation, some of which speak to income products.