News

Last year, we took some family to the nearby Great Smoky Mountains in search of a waterfall of note — one that the guidebooks said was “readily accessible.” ...
The new long-term, part-time employee (LTPTE) rules have resurrected an issue relating to the calculation of the deduction limit for defined contribution plans.
With the ink on a significant ERISA burden of proof decision still damp, the nation’s highest court is looking for Labor Department input on a case that turned on just that issue.
The parties in an excessive fee suit involving a nearly $2 billion 401 (k) plan have come to terms.
Prime Capital Retirement not only invited competitors to its annual Qualified Plan Fiduciary Summit in Overland Park, Kan., ...
In a unanimous decision, the nation’s highest court has made a clear delineation as to who bears the burden of proof in ERISA litigation — and it’s not likely to slow the current pace.
Responding to a recent call from a financial advisor in Georgia, the ERISA consultants at the Retirement Learning Center (RLC) addressed a question on whether the client can use a terminated ...
Thanks to the SECURE 2.0 Act, an expanded array of distributions from a retirement account is now more readily available, but making them available is up to the discretion of a plan sponsor. Industry ...
Sens. Josh Hawley (R-Mo.) and Dick Durbin (R-Ill.) have reproposed the Protecting Employees and Retirees in Business Bankruptcies Act. The bill would provide greater protection for employee wages and ...
A new report studying retirement investors who use one fund, compared to those that use multiple funds, showed that target date funds (TDFs) are more popular with younger investors, but that TDFs may ...
To accelerate growth and meet rising demand for financial coaching, Financial Finesse has announced the appointment of industry veteran Todd Lacey as President.
Tariffs imposed by the Trump administration in recent weeks have caused sharp declines and high volatility in securities markets, especially in equities. How should retirement investors respond?