Given the election results and quickly fading chances that she would receive a confirmation vote, President Joe Biden on Nov. 14 withdrew the nomination of Deva Kyle to be the Director of the Pension ...

It’s official! The nominees have been sorted and the list is made—here are the National Association of Plan Advisors (NAPA) 2025 Top Retirement Plan Advisors Under 40—NAPA’s “Aces.” These retirement ...

Investor sentiment remained bullish in the third quarter, as 401(k) plan participants within self-directed brokerage accounts (SDBAs) reaped the benefits of strong market performance, amid interest ...

While defined contribution (DC) plan providers have streamlined navigation and holistic financial planning on their websites over the past year, new research finds that participants still want more ...

Responding to a recent call from an advisor in New York, the ERISA consultants at the Retirement Learning Center address a question concerning whether the deadline for switching from a SIMPLE IRA plan ...

The nation’s highest court has brushed aside — again — the opportunity to weigh in on a split in the federal district courts on whether participants seeking to bring suit under ERISA can be forced ...

In light of Donald Trump’s recent presidential election victory, various regulatory and enforcement priorities at the Securities and Exchange Commission (SEC) are likely to change. These include swing ...

Investment manager and retirement industry consultant LeafHouse announced Nov. 12 that it is partnering with South Dakota trust company, Alta Trust, to launch the Alta Privately Managed Alts Fund, a ...

Student loan matching and in-plan emergency savings, sometimes called pension-linked emergency savings accounts (PLESA) or side-car accounts, apparently are among the most popular SECURE 2.0 features, ...

With President-elect Trump set to return to the White House in January, and Republicans set to take control of the Senate and likely the House of Representatives, where does that leave the lame-duck ...

Why is portability so important for retirement plan participants? And how does it apply to in-plan guaranteed lifetime income solutions like annuities? Allianz conducted an online survey, the 2024 3Q ...

John Hancock Retirement is out with its highly anticipated Financial Resilience and Longevity Report, now in its 10th year. It contains good news for most retirement savers, but some generations lag.