Retirement savings fintech Pontera announced on July 1 a partnership with Lisa M. Gomez, former Assistant Secretary for the Employee Benefits Security Administration (EBSA) at the U.S. Labor ...

The terms of a settlement announced in early May, while short of the original damages sought, are still jaw-dropping.

Massachusetts Secure Choice is closer to becoming more than a proposal. Both houses of the Bay State’s legislature on June 30 voted in favor of the FY 2026 budget bill, which includes a provision that ...

After a marathon voting session, the Senate passed its version of the budget, formerly known as the One Big Beautiful Bill Act, on Tuesday. The vote was 50-50, with Vice President J.D. Vance casting ...

Responding to a call from a financial advisor in South Carolina, the ERISA consultants at the Retirement Learning Center (RLC) address whether an owner can change the definition of compensation ...

Active investment manager Capital Group is expanding its presence in the small- and mid-sized retirement plan marketplace, an area of significant focus for the firm for some time.

The firm is using the famous retirement income sports story to help spread the word about the importance of guaranteed products in retirement plans and portfolios.

The Department of Labor’s Employee Benefits Security Administration (EBSA) announced on June 30 that it is removing some interpretive bulletins relevant to administering retirement plans.

Suite, deepen your relationships, and expand your service offerings—it’s just a few of the advantages of gaining nonqualified deferred compensation (NQDC) plan expertise.

As we commemorate this Independence Day holiday, there are, I think, lessons to be learned from that experience that can be applied to our work with retirement plans, particularly those who serve ...

The Committee never selected an underperforming proprietary fund. Instead, when it did select a proprietary fund, it was one of the top-performing funds presented by Mercer. This is not the process of ...

In another indication of the growing interest in greater private market access for retirement plan participants, Great Gray Trust Company announced on Thursday that it will offer private equity and ...