If confirmed by the U.S. Senate, Daniel Aronowitz, who was nominated to lead the Employee Benefits Security Administration (EBSA), pledged that he will work every day to “unleash and unlock the ...

CAPTRUST Financial Advisors announced that it has appointed Mike Wunderli as head of mergers and acquisitions (M&A).

The Council recommended that the Department of Labor (DOL) should issue guidance on how to select income solutions as QDIAs, improve QDIA disclosures, and permit the use of QDIAs for involuntary ...

Fidelity's quarterly analysis of the retirement plans it oversees usually focuses on average balances and the number of newly-minted “401(k) millionaires." Yet, its latest release covering the first ...

At her confirmation hearing before the Senate Finance Committee on June 3, President Trump’s nominee to lead the PBGC — in responding to questions from committee members — pledged to work with ...

Fred (Reish) brought their prolific, pugnacious, and provocative perspectives in a live podcast format to the record-breaking NAPA 401(k) Summit.

Responding to a call from a financial advisor in New York, the ERISA consultants at the Retirement Learning Center (RLC) address a question on what constitutes a termination of employment for purposes ...

The plaintiffs in what had been a “traditional” excessive fee suit tried to expand the claims to include a forfeiture challenge.

The Trump Administration is continuing to slash departmental budgets in an effort to reduce the size and scope of the federal government and rein in deficit spending.

With great pleasure (and industry pride), we announce the 2025 Advisor Allies—the defined contribution wholesalers recognized by their advisor partners for the help and resources they provide!

Plan fiduciaries might well have gotten a case of severe whiplash last week.

With a tally now running above 50 such suits, the 30,000 participant 401(k) plan of UBS AG has been targeted for ostensibly misusing plan forfeitures.