Pontera, the fintech company that helps retirement savers access professional 401(k) account management from their financial advisor, has announced a new strategic partnership with 401GO that will ...

A long-running excessive fee suit involving a university 403(b) plan – is, incredibly, still running – but won’t have a jury trial, according to a new federal court ruling.

Well, here we are again at the end of yet another workweek … and yet, just look at what has happened to these guys and ...

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?