The words we’re hearing out there are 'concerned, worried, and some even say alarmed,'” Nuveen's Brendan McCarthy said of rising longevity risk.

Having already filed four suits alleging fiduciary breaches regarding voluntary benefit programs, Schlichter Bogard has filed another — and they’re not the first firm to do so.

The New York-based employee-benefit platform provider on Wednesday announced that it has been selected by Intuit as the exclusive partner for QuickBooks 401(k).

Since late 2023, when auto portability — as delivered via the Portability Services Network (PSN) — became operational, the new plan feature has been steadily working its way from an innovative concept ...

New research suggests that the financial and retirement savings differences between individuals with advisors compared to those without offers a compelling case as to why employers should strive to ...

It doesn’t completely open the door, but here’s what the latest staff statement on PEPs tells us …and what it does not.

He's one of several ultra-wealthy investors who have recently supported easier and more widespread access to retirement savings accounts that work alongside the current, private system.

In response to a call from a financial advisor in California, the ERISA consultants at the Retirement Learning Center (RLC) address a common question on the changes to 401(k) catch-up contributions ...

Mother’s Day tends to come packaged in the usual ways — cards, flowers, reservations, and a few familiar phrases about gratitude. There’s nothing wrong with any of that. But it also flattens something ...

Having already requested an opportunity to participate in oral arguments in a forfeiture reallocation suit, the Labor Department has asked for the same opportunity in two more suits.

The SEC has issued informal guidance addressing the applicability of the “single trust exclusion” under the Investment Company Act (ICA) in relation to pooled employer plans (PEPs). The Commission ...

A federal judge has dismissed an excessive fee suit, citing the lack of a “meaningful benchmark,” and an emphasis of process over outcomes.