President-elect Trump has turned to an influential and long-time tax lobbyist in Washington, D.C. to serve as the head of tax policy in the U.S. Treasury Department.

Noting that “As fiduciaries to the Plan, Defendants were obligated at all times to act prudently and for the exclusive benefit of participants and beneficiaries. This Defendants did not do” — another ...

Well, here we are again at the end of yet another workweek . . . and the beginning of a New Year . . . and yet, just look at what has happened to these guys and gals . . .

It's over 47,000 small businesses can focus on core competencies while hiring administration and fiduciary help to ensure participants have the best opportunity to successfully save for retirement.

Another national employer has been sued for its decision to transfer its pension obligations to an insurance company — but a different one than had been challenged in suits thus far.

With a theme of “fewer tailwinds, more tail risks,” Bob Doll on New Year’s Eve unveiled his highly anticipated annual list of predictions, observing that there is a wide range of possible outcomes for ...

It’s a new year with new SECURE 2.0 provisions taking effect. Perhaps one of the biggest changes is the provision to expand automatic enrollment in retirement plans.

While President Biden is expected to sign legislation passed by Congress repealing the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), not everyone is happy with the move ...

The IRS has issued the covered compensation tables that will be effective Jan. 1, 2025. The new data is contained in Revenue Ruling 2025-2.

With the “Great Wealth Transfer” in full swing, a new report suggests that financial advisors will need to adapt their business models to be prepared for the ever-expanding multigenerational wealth ...

This is the time of year when resolutions for the cessation of bad behaviors and the beginning of better ones are in vogue. Here are five for plan fiduciaries for 2025.

The financial services industry is facing a critical challenge: a talent shortage. As the average age of financial advisors has reached 57, firms must urgently focus on attracting and training young ...