The Treasury Department and the Internal Revenue Service (IRS) released proposed regulations relating to SECURE 2.0 provisions for retirement plan catch-up contributions and automatic enrollment ...

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

In what some would consider a blockbuster deal to start the new year, national financial services firm Mariner announced that it is acquiring Cardinal Investment Advisors in a deal that adds $292 ...

The parties in an excessive fee suit involving the selection and monitoring of Northern Trust’s Focus Funds in its own 401(k) plan have come to terms.

Kelsey Mayo, the American Retirement Association’s (ARA) long-time outside Director of Regulatory Affairs, will come inside, joining the education and advocacy organization’s C-suite as its Chief ...

Not wasting any time to start the new year, the powerful House Ways and Means Committee will hold a hearing next week to kick off the push to extend the Tax Cuts and Jobs Act (TCJA) of 2017.

The Department of Labor’s (DOL) rule proposal for adequate consideration of employee stock ownership plans (ESOPs) has not yet been released, despite being sent to the Office of Management and Budget ...

President Joe Biden signed the Social Security Fairness Act on Sunday, repealing both the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

After first revealing the deal last fall, Voya Financial announced late last week that it has completed its acquisition of OneAmerica Financial’s full-service retirement plan business.

Responding to a recent call from a financial advisor in Michigan, the ERISA consultants at the Retirement Learning Center (RLC) address a common question on Qualified Birth and Adoption Distributions ...

Despite the retirement industry attention they receive, pooled employer plans (PEP) still have a long way to go with employers. Interest in the product is (very) low, and 93% of employers said they ...

Amid ongoing debt, inflation and other financial pressures, Americans' financial confidence has held steady heading into the new year, according to New York Life’s 2025 New Year Outlook Wealth Watch ...