News

Trump’s tariff tactics have 401(k) participants trading at a level not seen in years, and it shows little sign of slowing.
A wide-ranging ERISA fiduciary breach suit has ended abruptly — for the recordkeeper.
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 ...
While the number of Americans living to 100 and beyond is expected to quadruple over the next 30 years, a new study finds that financial planning changes to account for the increase in longevity ...
Next weekend — for the first time in my life — I’ll spend Mother’s Day without Mom.
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: ...
The potential for better diversification and risk-adjusted returns that non-correlated private market investments offer make ...
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 ...
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) ...
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.
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 ...