A(nother) federal judge has dismissed a(nother) suit filed alleging a fiduciary breach regarding the use of plan forfeitures to offset employer contributions – for the moment.

Non-compete agreements are widely used in the financial services industry and this legal battle is of keen interest for employers that use non-competes or are interested in hiring employees subject to ...

Responding to a recent call from a financial advisor in Nevada, the ERISA consultants at the Retirement Learning Center (RLC) address whether it’s possible to combine a 403(b) plan with a 401(k) plan.

The National Bureau of Economic Research (NBER) recently announced that it would be shuttering the organization’s Retirement and Disability Research Center (RDRC). The final issue of Bulletin on ...

These issues can be managed while clients maintain a competitive edge, but they may also lead to major headaches if left unchecked.

Addressing immediate priorities and anticipating needs are at the heart of what a retirement plan professional does to serve clients, their plans, and their participants. Some recent analyses offer ...

The Acting Assistant Secretary of Labor for the Employee Benefits Security Administration in a July 28 blog post explained the reasoning behind the DOL’s guidance on pooled employer plans (PEPs) and ...

Three retirement plan industry and academic heavy hitters are out with a new paper that finds retirement investors' allocation preferences and accumulated savings become more diverse with age.

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

Hoping to help address the access issues plaguing the retirement plan industry, Vestwell has launched what it calls “the industry’s most robust multilingual savings platform,” offering support in 18 ...

Pooled employer plans (PEPs) have their genesis in the SECURE Act enacted in 2019. That’s not a long time, but in just three years, they accounted for billions in assets and covered thousands of ...

Yes, you are reading it right. It’s another article about AI, but with a combination of competitive opportunities and risk management considerations for your clients.