While President Biden is expected to sign legislation passed by Congress repealing the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), not everyone is happy with the move ...

President-elect Trump has turned to an influential and long-time tax lobbyist in Washington, D.C. to serve as the head of tax policy in the U.S. Treasury Department.

Well, here we are again at the end of yet another workweek . . . and the beginning of a New Year . . . and yet, just look at what has happened to these guys and gals . . .

Another national employer has been sued for its decision to transfer its pension obligations to an insurance company — but a different one than had been challenged in suits thus far.

Noting that “As fiduciaries to the Plan, Defendants were obligated at all times to act prudently and for the exclusive benefit of participants and beneficiaries. This Defendants did not do” — another ...

It’s a new year with new SECURE 2.0 provisions taking effect. Perhaps one of the biggest changes is the provision to expand automatic enrollment in retirement plans.

It's over 47,000 small businesses can focus on core competencies while hiring administration and fiduciary help to ensure participants have the best opportunity to successfully save for retirement.

With a theme of “fewer tailwinds, more tail risks,” Bob Doll on New Year’s Eve unveiled his highly anticipated annual list of predictions, observing that there is a wide range of possible outcomes for ...

With the “Great Wealth Transfer” in full swing, a new report suggests that financial advisors will need to adapt their business models to be prepared for the ever-expanding multigenerational wealth ...

With an eye towards greater security, more Americans intend to focus on financial stability in the coming year than they have in the last decade, according to Allianz Life’s 2025 New Year’s ...

The financial services industry is facing a critical challenge: a talent shortage. As the average age of financial advisors has reached 57, firms must urgently focus on attracting and training young ...

The ERISA consultants at the Retirement Learning Center (RLC) address a question on whether a client who wants to take an in-service distribution from his 401(k) and roll it to an IRA should roll the ...