In what may be a final effort before the elections, the Republican-led House of Representatives on Sept. 18 approved legislation to prevent the use of environmental, social and governance (ESG) ...

A recent call with a financial advisor in Utah is representative of a common question on foreign earned income. The advisor asked: “Do we need to add a participant’s foreign earned income to their U.S ...

Another national employer has been sued for a fiduciary breach in its use of plan forfeitures – with some significant differences in the specific allegations.

A new study that evaluates viewpoints on key retirement and investment trends from 35 leading consultant and advisory firms finds that more defined contribution (DC) plan sponsors apparently are ...

The Settlement Agreement also proposes to allocate no more than $1,133,220 (33 1/3% of the Gross Settlement Amount) for the payment of attorneys’ fees, and Plaintiffs’ Case Contribution Awards of no ...

New research puts a new twist on “A Wonderful Life” – answering the question, what if there hadn’t been an ERISA?

Considering recent court decisions and the varying agency definitions of fiduciary, an SEC advisory panel plans to examine the differences and possibly consider whether additional guidance is needed.

Coming only days after the IRS provided its seal of approval for such an arrangement, global advisory firm WTW announced the launch of a new solution to provide employees with expanded flexibility in ...

Retirement plan websites and mobile apps apparently are still not meeting customer expectations for a valuable digital experience, according to a new study.

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

While plan amendment deadlines may have been previously extended for a variety of retirement plans, they are no less obligatory than they were before, the IRS is reminding plan sponsors.

Envestnet announced that it is launching new features and capabilities for RIAs on its wealth management platform to help streamline business workflows and free up advisors to better serve their ...