The Department of Labor announced on July 28 that it wants public input on how to help smaller employers choose a pooled employer plan (PEP). It also provided some guidance for small employers ...

We’ve received thousands of votes over 30 days, and now the deadline to make your voice heard is fast approaching — July 31.

Rollovers from defined contribution (DC) plans remain the dominant source of funding for individual retirement accounts (IRAs), accounting for nearly all (97%) traditional IRA inflows in 2022, and the ...

Another 401(k) plan has been charged with a fiduciary breach quadfecta; excessive recordkeeping fees, expensive managed account charges, a poor performing stable value option — and offsetting employer ...

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 ...

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 ...

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 ...

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 ...

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

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

A new suit alleges that imprudent fund selection has cost participants in a 401 (k) more than $100 million. A new suit alleges that imprudent fund selection has cost participants in a 401 (k) more ...

Until recently, compliance with the Securities and Exchange Commission’s marketing rule held the top spot among investment adviser compliance officers, but that concern has been overtaken by another ...