In a letter last week to Senator Susan Collins (R-Maine), the Chair of the Senate Committee on Appropriations, the White House encouraged large budget cuts to the IRS and Department of Labor (DOL).

Well, here we are again at the end of yet another workweek …and yet, just look at what has happened to these guys and ...

One of the faults we have in this industry is that we’ve become dot obsessed,” Rich Eagar, Vice President of Retirement Services for Prime Capital Retirement, said at the outset of Donuts & Dollars: ...

Responding to a recent call from a financial advisor in Texas, the ERISA consultants at the Retirement Learning Center (RLC) address a question on whether a client can suspend the company’s 401(k) ...

Advisors who educate every participant, year after year, consistently report two things: how rewarding it is to make a real difference in people’s lives, and how transformative it is for their ...

The law firm of Schlichter Bogard LLC has filed suit against a familiar plan sponsor target — albeit with a different twist — and a jury trial demand.

The U.S. Senate on May 6 confirmed Frank Bisignano, President Trump’s nominee to lead the Social Security Administration, on a 53-47 party-line vote.

Savvy Wealth, which describes itself as a digital platform for financial advisors centered around modernizing human financial advice, announced that it is partnering with workplace retirement savings ...

Continuing the mixed (and confusing) results in the series of forfeiture reallocation litigation, a federal judge has dismissed a suit, labeling it a “novel theory under ERISA…unsupported by the law ...

Yet another fiduciary defendant has prevailed in its motion to dismiss a suit alleging a fiduciary breach in its use of plan forfeitures to offset employer contributions.

Fees without value is a meager conversation,” Cambridge Investment Research’s Mark Thornton said when introducing the “Toms,” Kmak and Clark, last week at the 2025 NAPA 401(k) Summit.

The potential for better diversification and risk-adjusted returns that non-correlated private market investments offer make ...