Behavioral biases reduce usage of income products that otherwise could help participants during the decumulation stage. However, there are steps recordkeepers and sponsors can take to account for ...

A meaningful benchmark — or lack thereof — has played a significant role in ERISA litigation of late. But a new appellate court decision offers a new perspective — in essence that you don’t need a ...

Nominations are now being accepted for NAPA’s Leadership Council. Elected at-large members of the Leadership Council must be advisors (defined as individuals who are primarily in the business of ...

Vanguard on Wednesday morning announced that it has entered into a definitive agreement to purchase Altruist, an AI-forward wealth technology and custody platform serving financial advisors. ad space ...

The IRS has issued proposed regulations that would modify rules for the minimum funding requirement applicable to single-employer defined benefit plans. The IRS issued them on Aug. 19. The proposed ...

The short answer, I think, is yes — though probably not quite in the ways we expected in 2006. The PPA was a sweeping piece of bipartisan legislation, addressing among other things defined benefit ...

The ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement ...

With just two months left before the official announcement by the Social Security Administration (SSA), two new estimates predict that the 2027 cost of living adjustment (COLA) will be higher than ...

The IRS issued a proposal on Aug. 20 outlining the acceptable investments for Trump Accounts. The proposal covers fees, foreign investments, ESG funds, and other investment management issues. The ...

The Department of Treasury and IRS issued guidance on Wednesday on sample rollover forms and proposed rollover procedures. The guidance concerns rollovers between plans and IRAs but not IRA-to-IRA ...