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) ...

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 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 ...

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 ...

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.

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 ...

ERISA’s passage is a little like the description Alexander Hamilton gave the Constitution. It was a tremendous accomplishment, but wasn’t finished, and as time passed would need a series of amendments ...

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?

With one month of data left to go, an updated forecast projects that nearly every key Internal Revenue Code (IRC) limit for qualified retirement plans will rise in 2025, but some final numbers could ...

The role of personalization in retirement plans is an increasing industry focus as a way to potentially ensure successful outcomes. So, what is Morningstar Retirement’s view on the importance of ...