In the case of a $100,000 rollover check, a two-week absence from the market during an upturn could cost $37,512 in lost ...

Bipartisan legislation to establish an automatic reenrollment safe harbor has been reintroduced by two key members of the Senate Health, Education, Labor and Pensions (HELP) Committee in a bid to help ...

The best way to describe what a TPA does, said Hooker, is that they are “equivalent to being the CPA for the retirement plan,” adding that TPAs are focused on designing a plan around a plan sponsor.

A majority of plan sponsors like the idea of an employee choice program through which part — or all — of an employer’s typical retirement plan contribution can be allocated to a benefit plan a ...

Late on May 20, the House Financial Services Committee approved legislation that would allow 403 (b) plans to include collective investment trusts (CITs) as part of their investment lineup.

Roll tide! Toward financial literacy, that is. In Alabama, literacy refers to more than the ability to read and write — it also encompasses finances. And that can build a knowledge base and habits ...

On May 22, the House of Representatives narrowly passed the “One Big Beautiful Bill Act” — legislation that would extend the expiring provisions of the Tax Cuts and Jobs Act (TCJA) and provide ...

Making more educational materials available about employee retirement plans is compulsory — in the Volunteer State. A new law just enacted in Tennessee requires that certain employers allow employees ...