With a theme of “fewer tailwinds, more tail risks,” Bob Doll on New Year’s Eve unveiled his highly anticipated annual list of predictions, observing that there is a wide range of possible outcomes for ...

It's over 47,000 small businesses can focus on core competencies while hiring administration and fiduciary help to ensure participants have the best opportunity to successfully save for retirement.

Another national employer has been sued for its decision to transfer its pension obligations to an insurance company — but a different one than had been challenged in suits thus far.

It’s a new year with new SECURE 2.0 provisions taking effect. Perhaps one of the biggest changes is the provision to expand automatic enrollment in retirement plans.

This is the time of year when resolutions for the cessation of bad behaviors and the beginning of better ones are in vogue. Here are five for plan fiduciaries for 2025.

The IRS has issued the covered compensation tables that will be effective Jan. 1, 2025. The new data is contained in Revenue Ruling 2025-2.

With the “Great Wealth Transfer” in full swing, a new report suggests that financial advisors will need to adapt their business models to be prepared for the ever-expanding multigenerational wealth ...

The financial services industry is facing a critical challenge: a talent shortage. As the average age of financial advisors has reached 57, firms must urgently focus on attracting and training young ...

The passage of the Social Security Fairness Act would mean Social Security beneficiaries affected by the WEP and/or GPO will receive benefits that are no longer reduced and on top of that, are ...

The ERISA consultants at the Retirement Learning Center (RLC) address a question on whether a client who wants to take an in-service distribution from his 401(k) and roll it to an IRA should roll the ...

Users of the database should be patient if they are unable to find specific information as the DOL is still building it out and it will take some time before it is complete, despite being launched.

The U.S. Department of Labor (DOL) recently announced the appointment of five new members and leadership for the 2025 Advisory Council on Employee Welfare and Pension Benefit Plans — perhaps better ...