Given the election results and quickly fading chances that she would receive a confirmation vote, President Joe Biden on Nov. 14 withdrew the nomination of Deva Kyle to be the Director of the Pension ...

It’s official! The nominees have been sorted and the list is made—here are the National Association of Plan Advisors (NAPA) 2025 Top Retirement Plan Advisors Under 40—NAPA’s “Aces.” These retirement ...

In the event former President Donald Trump wins the Presidential Election, certain regulatory items at the Department of Labor will likely be modified or abandoned altogether.

The possibility of Republicans controlling the Executive Branch, as well as both chambers of Congress, could have significant ramifications for retirement and tax policy issues, but a few questions do ...

Student loan matching and in-plan emergency savings, sometimes called pension-linked emergency savings accounts (PLESA) or side-car accounts, apparently are among the most popular SECURE 2.0 features, ...

Fred (Reish) recently brought their engaging, informative, and occasionally alliterative discussion to the nation’s largest and longest-running gathering of TPAs (and other assorted retirement experts ...

The IRS apparently will not permit retirement plan sponsors to require all participants to make catch-up contributions on a Roth basis to simplify plan administration.

John Hancock Retirement is out with its highly anticipated Financial Resilience and Longevity Report, now in its 10th year. It contains good news for most retirement savers, but some generations lag.

Responding to a recent call from an advisor in Texas, the ERISA consultants at the Retirement Learning Center (RLC) address a question on setting a large auto-enrollment deferral amount in relation to ...

Prudential Financial has announced that Jacques Chappuis, formerly co-head of Morgan Stanley Investment Management, will lead PGIM, the firm’s $1.4 trillion global asset management business.

The suit, filed in the U.S. District Court for the Northern District of Texas ( Ware v. Coca-Cola Sw. Beverages LLC, N.D. Tex., No. 3:24-cv-02707, complaint 10/28/24 ), charged plan fiduciaries with: ...

"Unintended consequences" are often a euphemism for something bad. But not always. Take the 401(k), for example.