A new report acknowledges some already well-documented trends (the rise in CITs, the dominance of large plans). Also, it outlines interesting trends regarding plan “churn,” the impact of plan size on ...
A new survey finds that Americans are (finally?) beginning to worry about the long-term tax implications of their pre-tax savings.
In response to a recent call from a financial advisor in New York, the ERISA consultants at the Retirement Learning Center (RLC) address whether a safe harbor 401(k) plan that permits after-tax ...
Advisors have a huge impact, every single day, in building a more financially secure retirement for millions of Americans.
A senior policy advisor for EBSA stood by his earlier characterization of ESG as an example of Marxism, potentially signaling things to come for ESG policy at the Department of Labor.
Todd Lacy has joined Lincoln Financial Group as Senior Vice President, Head of Institutional Sales for Retirement Plan Services (RPS).
The real lesson of March Madness, and retirement, isn’t about picking winners. It’s about surviving uncertainty.
More than a dozen suits have been filed against holders of a specific target-date fund in recent weeks — with participant-plaintiffs represented by a variety of law firms, one in particular. The first ...
"The challenged regulation wrongly sought to impose ERISA fiduciary status on securities brokers and insurance agents when there was not a relationship of trust and confidence," according to the Labor ...
On March 12, Judge Jeremy D. Kernodle in the US District Court for the Eastern District of Texas approved a motion to vacate the Retirement Security Rule – what does that mean for retirement security?
Eight former Labor Department officials are calling on lawmakers to reject legislation designed to limit the recent tsunami of ERISA litigation.
While there are elements of uncertainty, a new survey finds that 72% of American workers expect to retire on their own terms.
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