We continue exploring the impact of recent developments on employers and what they need to know to stay compliant and protected.

Well, here we are again at the end of yet another workweek …and yet, just look at what has happened to these guys and ...

A federal judge has — again — granted fiduciary defendants their motion to dismiss a suit alleging a fiduciary breach in its use of plan forfeitures, this time with prejudice.

Responding to a call from a financial advisor in Michigan, the ERISA consultants at the Retirement Learning Center (RLC) address what a plan sponsor must do in response to a former participant ...

A new suit challenges “a scheme to significantly mislead retirement plan participants and greatly enhance corporate profits” — and while it names several Empower defendants, the plaintiffs are ...

Most plans allow participants to borrow money from their 401(k) plans, but how do they treat loan repayments after an employee has separated from service? That was the topic of a recent “Question of ...

In the first part of this three-part series, we explore the often-overlooked fiduciary responsibilities employers have when sponsoring health care plans and the need to understand, document, and ...

While recent trends have favored fiduciary defendants in these forfeiture reallocation cases, a federal judge has, for the second time in a week, refused to grant a motion to dismiss.

Are you ready to spend $86,000 on cable TV in retirement? I know, crazy, right? And yet that’s the kind of math being used to get people’s attention about retirement these days.

In recognition of the 90th anniversary of Social Security, the results of two new surveys show that Americans across the political spectrum feel strongly about the importance of the program and worry ...

The Department of Labor (DOL) posted an updated regulatory agenda that includes several guidance projects in relation to SECURE 2.0 and investment advice fiduciary under ERISA, but the government’s ...

Independent RIA firm SageView Advisory Group announced that it has acquired CAP STRAT (Capital Strategies Investment Group LLC) — an institutional retirement plan consulting and wealth management firm ...