It’s our biggest Black Book yet, and keeps growing and growing, the with more company profiles and product/service offerings than ever before!

Responding to a recent call from a financial advisor in Illinois, the ERISA consultants at the Retirement Learning Center address a question on how the IRS contribution and other limits apply to ...

The Department of Labor (DOL) apparently will be able to use Form 8955-SSA to fill out the Lost and Found database.

The parties in an excessive fee suit have settled for what is said to be the “largest ever of an ERISA case stemming from poorly performing investment options in a 401(k) plan.” ...

Bob Doll predicted that the country would experience a mild recession, but while that didn’t materialize, many of the Crossmark executive’s other predictions did pan out.

Another employer has been sued for its pension risk transfer (PRT) choice — alleging not only that a breach of fiduciary duty put pensions at risk, but that there were conflicts of interest in the ...

Mo., to be IRS Commissioner; and Frank Bisignano to be the Commissioner for the Social Security Administration (SSA) last ...

The ERISA Advisory Council (EAC) approved three recommendations for the Department of Labor (DOL) to consider regarding qualified default investment alternatives (QDIA).

The attention-getting figure will play prominently in tax policy debates in the coming year, as the 2017 Tax Cuts and Jobs Act, then-President Trump’s signature tax overhaul, will expire on Dec. 31, ...

Five years after enactment of the SECURE Act, new research suggests that more employers are primed to offer lifetime income options within their plans, but adoption of these products may be hindered ...

What’s a safe withdrawal rate? That’s been the topic of debate going back several decades, as 4% generally has been considered a safe rate, but researchers at Morningstar are now recommending a lower ...

A federal appellate court has affirmed the dismissal of an excessive fee suit that had alleged “astronomical” fees.