Transamerica and Osaic’s Advo(k)ate Advisors on Monday announced the launch of the Advo(k)ate Nexus Pooled Employer Plan (PEP) designed to simplify employer plan administration while elevating the ...
The Labor Department has weighed in on a fifth forfeiture reallocation suit, asserting that “To cultivate an ERISA landscape with the fertile soil that sustains both employer and worker, the weeds ...
The parties in a case under consideration by the nation’s highest court — with implications for resolving the burden of proof in ERISA fiduciary breach litigation — have filed to dismiss the suit. In ...
Trump Accounts are savings accounts created for minors. They grow tax-free during the “growth period,” until the child turns 18. At that point, the account essentially becomes an IRA. The annual ...
With people changing jobs more frequently than ever, traditional retirement systems haven’t kept up — until now.
The Labor Department has filed an amicus brief with a federal appellate court “clarifying the business requirements for offloading defined benefit plan liabilities through pension risk transfers.” ...
The Department of Labor (DOL) failed to adequately monitor common interest agreements (CIA), which undermined public confidence and potentially exposed confidential information kept by the DOL, ...
Fidelity Investments’ 25th annual Retiree Health Care Cost Estimate reveals that health costs are not slowing down, highlighting the importance of incorporating potential health expenses into ...
Voya Financial recently announced a new application programming interface (API) integration with SinglepointAI that brings next-generation, AI-enabled technology and seamless data connectivity to the ...
The ranking Democrats on the congressional tax-writing committees reportedly plan to introduce legislation that would rein in so-called mega-IRAs, according to sources on Capitol Hill.
Current retirees' experiences can help serve as a roadmap for future retirees navigating the retirement planning process, as expectations for retirement do not always match reality.
The plaintiffs in a healthcare fiduciary suit argue that just showing a prudent process may not satisfy ERISA's prohibited transaction exemption.