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 ...

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

With the new year upon us, it’s that time of year when industry stakeholders offer their predictions on what trends will have a significant impact on the retirement industry. And one such report ...

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

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 ...

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.” ...

As many Americans continue to feel the impact of inflation and high cost-of-living, Fidelity Investments’ 2025 New Year’s Financial Resolutions study finds that most plan to focus on living within ...

The recipe for financial security in retirement includes many ingredients, and among them are private-sector retirement plans and Social Security. An expert panel, including American Retirement ...

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, ...

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

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 ...