The parties in a case under consideration by the nation’s highest court — with implications for resolving the burden of proof in ERISA fiduciary breach litigation — have filed to dismiss the suit. In ...
With people changing jobs more frequently than ever, traditional retirement systems haven’t kept up — until now.
The ranking Democrats on the congressional tax-writing committees reportedly plan to introduce legislation that would rein in so-called mega-IRAs, according to sources on Capitol Hill.
Trump Accounts are savings accounts created for minors. They grow tax-free during the “growth period,” until the child turns 18. At that point, the account essentially becomes an IRA. The annual ...
The Labor Department has filed an amicus brief with a federal appellate court “clarifying the business requirements for offloading defined benefit plan liabilities through pension risk transfers.” ...
The plaintiffs in a healthcare fiduciary suit argue that just showing a prudent process may not satisfy ERISA's prohibited transaction exemption.
Current retirees' experiences can help serve as a roadmap for future retirees navigating the retirement planning process, as expectations for retirement do not always match reality.
Fidelity Investments’ 25th annual Retiree Health Care Cost Estimate reveals that health costs are not slowing down, highlighting the importance of incorporating potential health expenses into ...
Joel Shapiro believes state governments and the private sector can (and should) work more effectively together to close the coverage gap.
In response to a recent call from a financial advisor in Utah, the ERISA consultants at the Retirement Learning Center (RLC) address whether an organization with governmental ties can establish a ...
Are you a plan sponsor and want some good reasons why you should adopt auto portability? Here are seven: 1. Reduce Plan Leakage and Strengthen Outcomes. When employees change jobs ...
Yet another plan fiduciary is getting support in its defense of a suit challenging its use of plan forfeitures to offset employer contributions.