Responding to a recent call from a financial advisor in Nevada, the ERISA consultants at the Retirement Learning Center (RLC) address a question on required minimum distributions (RMDs) and missing ...

A federal appellate court has affirmed the district court’s rejection of a suit challenging as a fiduciary breach the “speculative” nature of a custom target-date fund invested in hedge funds and ...

In other words, it assumes the worst that could happen. Now, in fairness, at least PensionBee was honest enough to share their assumptions (and provide some alternate outcomes that were less severe).

A plan provider’s choice of a proprietary fund — and an allegedly inappropriate share class — have been targeted in a new lawsuit.

To help workers take advantage of their employer-sponsored retirement plans, two key members of the Senate Health, Education, Labor and Pensions (HELP) Committee have reintroduced bipartisan ...

The reason this legislation is necessary is to provide the 14.5 million Americans that invest in 403(b) plans access to what is often a lower-cost and strictly-regulated retirement vehicle that’s ...

The ERISA consultants at the Retirement Learning Center (RLC) address a question on the QSLOB rules with respect to a holding company wanting its separate operating companies to continue their own ...

To save billions in printing costs and improve participant engagement, House Republicans sent a letter to Labor Secretary Lori Chavez-DeRemer urging her to pursue default e-delivery for disclosures ...

Referring to the retirement industry’s “paper problem,” a new analysis finds that outdated rollover processes could be costing retirement savers up to $76,000 in lost returns over their lifetime.

A federal judge has granted plan fiduciaries’ motion for (some) costs in a now dismissed excessive fee suit.

Legislation supported by the American Retirement Association that would make it easier for small businesses to fully cover the administrative costs of starting a retirement plan for their employees ...