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?

While there are elements of uncertainty, a new survey finds that 72% of American workers expect to retire on their own terms.

"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 ...

A forfeiture reallocation suit — which acknowledged that the plan document permitted a choice between offsetting employer contributions or administrative expenses — has been dismissed six months after ...

Transamerica has unveiled a new digital experience designed to help retirement plan participants move savings from other retirement accounts into Transamerica …faster (and better).

Eight former Labor Department officials are calling on lawmakers to reject legislation designed to limit the recent tsunami of ERISA litigation.

Noting that “Plaintiffs have not alleged facts plausibly showing that their proffered indices and target-date funds are meaningful benchmarks for the 3M target-date funds,” a federal judge has ...

In response to a recent call from a financial advisor in Massachusetts, the ERISA consultants at the Retirement Learning Center (RLC) address whether an individual can roll their traditional IRA into ...

The Biden administration finalized the Retirement Security Rule, a new fiduciary rule, in April 2024. The focus of that rule was to extend ERISA fiduciary duties to one-time professional retirement ...

Alternatives in DC plans are moving from theory to execution faster than conventional wisdom suggests. The mistake isn’t caution. It’s assuming tomorrow will look like today.

Once again, we are proud to announce our list of 2026 NAPA Top DC Advisor Teams with assets under advisement over $100 million! Read on to find out if your team (and who else) made it.

Nearly half of Americans say that the financial situations of close friends or family have much or very much affected their views on personal finances, either positively or negatively.