A plan provider’s choice of a proprietary fund — and an allegedly inappropriate share class — have been targeted in a new lawsuit.

The House of Representatives in the early morning hours of May 22 approved the “One Big Beautiful Bill Act” — legislation the extends the expiring provisions of the Tax Cuts and Jobs Act (TCJA) and ...

To help workers take advantage of their employer-sponsored retirement plans, two key members of the Senate Health, Education, Labor and Pensions (HELP) Committee have reintroduced bipartisan ...

Referring to the retirement industry’s “paper problem,” a new analysis finds that outdated rollover processes could be costing retirement savers up to $76,000 in lost returns over their lifetime.

The ERISA consultants at the Retirement Learning Center (RLC) address a question on the QSLOB rules with respect to a holding company wanting its separate operating companies to continue their own ...

A federal judge has granted plan fiduciaries’ motion for (some) costs in a now dismissed excessive fee suit.

The House Financial Services Committee late Tuesday approved legislation that would allow 403(b) plans to include collective investment trusts (CITs) as part of their investment lineup.

According to the Morningstar Center for Retirement and Policy Studies, one of the biggest risks to sustainable retirement income is the need for long-term services and support (LTSS).

Acknowledging that “this is a novel legal issue and Defendants vigorously contest the legal viability of Plaintiff’s theory of recovery,” we now have the details on the first of the forfeiture ...

If you look back a few years ago, there was only moderate interest among 401(k) participants in having a lifetime income option as part of their plan, but new survey results find that that sentiment ...

Social Security COLA could still change significantly over the coming months, the latest inflation data suggests that it could be the lowest adjustment since 2021.

Life has many lessons to teach us, some more painful than others — and some we’d just as soon be spared. Regardless, if you have a graduate — or if you ARE a graduate, here are some insights I’ve ...