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 ...

On Wednesday, the Joint Committee on Taxation released its estimate of federal tax expenditures for fiscal years 2024 through 2028, claiming defined contribution plans will deny government coffers ...

Well, here we are again at the end of yet another workweek . . . and yet, just look at what has happened to these guys and gals . . . In Watertown, New York, Grandma actually got run over by a ...

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

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 ...

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

President-elect Trump nominated former Rep. Billy Long, R-Mo., to be IRS Commissioner; and Frank Bisignano to be the ...

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 ...

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 ...

Transamerica recently announced that it is partnering with DWC - The 401(k) Experts to launch two new pooled plan solutions designed to streamline retirement plan management for businesses of all ...