House Republicans’ remarks on ‘predatory’ prohibited transaction claims came shortly after SEC Chairman Paul Atkins pushed ...
The ERISA Industry Committee and its coalition said that the IRS has consistently taken the position that forfeitures can be ...
Most asset managers that Cerulli Associates surveyed said they planned to offer direct contribution plans a range of ...
U.S. representatives recently introduced legislation intended to reduce litigation targeting retirement plans governed by the Employee Retirement Income Security Act. The ERISA Litigation Reform Act, ...
This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better.
The Department of Labor has ended its defense of a 2024 fiduciary rule that would have brought retirement investment advice ...
Thrift Savings Plan participants and spousal beneficiaries can shift money from traditional, pre-tax TSP balances to Roth ...
Workers deserve diversified portfolios for their defined contribution plans, according to financial commentator Anne Lester, ...
Aging advisory firm owners are relying on mergers and acquisitions to determine the next phase of their practices.
The Department of Labor’s proposed rule would have expanded the definition of a fiduciary for retirement investors, including ...
While plan sponsors overestimated participant preparedness, advisers can help ensure that those two groups are on the same ...
Nationwide found annuity owners reported higher levels of retirement confidence, but a separate LIMRA study questioned how ...