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 ...
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.
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 . . .
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 ...
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 ...
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 ...
And so she did — by phone calls, texts, and an astounding amount of “snail mail” — she found ways to reach out, to support and encourage what turned out to be an incredible network of friends, family, ...
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 ...
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 ...