As many Americans continue to feel the impact of inflation and high cost-of-living, Fidelity Investments’ 2025 New Year’s Financial Resolutions study finds that most plan to focus on living within ...

The attention-getting figure will play prominently in tax policy debates in the coming year, as the 2017 Tax Cuts and Jobs Act, then-President Trump’s signature tax overhaul, will expire on Dec. 31, ...

The ERISA Advisory Council (EAC) approved three recommendations for the Department of Labor (DOL) to consider regarding qualified default investment alternatives (QDIA).

A federal appellate court has affirmed the dismissal of an excessive fee suit that had alleged “astronomical” fees.

What’s a safe withdrawal rate? That’s been the topic of debate going back several decades, as 4% generally has been considered a safe rate, but researchers at Morningstar are now recommending a lower ...

Five years after enactment of the SECURE Act, new research suggests that more employers are primed to offer lifetime income options within their plans, but adoption of these products may be hindered ...

President-elect Donald Trump recently announced that he intends to nominate Rep. Lori Chavez-DeRemer (R-Ore.) to be Secretary of Labor in his incoming administration. The announcement caught many by ...

Responding to a recent call from a financial advisor in Massachusetts, the ERISA consultants at the Retirement Learning Center (RLC) discuss the latest guidance on making qualified charitable ...

To help increase access to guaranteed lifetime income, Allianz Life recently announced that its in-plan annuity solution will be available as part of Empower’s suite of retirement income solutions.

Key provisions of the Tax Cuts and Jobs Act (TCJA) of 2017 are set to expire at the end of 2025. During 2025, Republican-controlled government will likely pursue extensions of those cuts and may look ...

As with automatic enrollment, participants can opt out — but in creating an “easy” path to do the “right” thing, it is hoped that not only will these balances remain as retirement savings, but that it ...

Expanding retirement plan access, increasing participation, boosting engagement, and improving outcomes are ongoing and evergreen issues for the financial services industry. How can emerging ...