In a recent webcast, industry experts offered a deep dive into cash balance plans — a tool they argue expands the universe of ways by which one can save for retirement.

A request for information (RFI) issued last June from Senate Health, Education, Labor, and Pensions (HELP) Committee Chairman Dr. Bill Cassidy about removing legal and regulatory barriers to portable ...

The self-described “retirement industry disruptor” has launched a new, integrated platform to empower financial advisors to seamlessly create, manage, and monitor their clients’ 401(k) plans and ...

Last week, the U.S. Supreme Court ruled that a plaintiff bringing a case under ERISA must only assert the existence of a prohibited transaction that caused an injury to the plaintiff to move past a ...

Responding to a recent call from a financial advisor in Georgia, the ERISA consultants at the Retirement Learning Center address a how a plan values a life insurance policy that is distributed from a ...

Like the fiduciary rule that remains tied up in litigation, the Trump-led Department of Labor (DOL) has asked the court overseeing the litigation challenging the Biden-era ESG rule to pause the ...

The parties in an excessive fee suit involving a nearly $2 billion 401 (k) plan have come to terms.

Given the stamp of approval by the SECURE 2.0 Act, T. Rowe Price has announced the launch of what it believes to be the industry’s first in-plan, pension-linked emergency savings accounts (PLESAs) for ...

A new study from the newly launched Allianz Center for the Future of Retirement finds that participants in employer-sponsored retirement plans have a strong interest in integrating guaranteed lifetime ...

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In a unanimous decision, the nation’s highest court has made a clear delineation as to who bears the burden of proof in ERISA litigation — and it’s not likely to slow the current pace.

Prime Capital Retirement not only invited competitors to its annual Qualified Plan Fiduciary Summit in Overland Park, Kan., ...