Gen X is all too frequently overlooked in surveys (just ask any Gen Xer) — but in (too) many ways, it appears they’re not all that unique. Turns out, according to one survey,[i] they expect to only ...

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.

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.

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 ...

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 ...

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 . . .

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 ...

ERISA litigation often equates the fiduciary duties of prudence and loyalty — but a federal judge has drawn a distinction in a controversial case involving ESG. Participant-plaintiff (and pilot) Bryan ...

Alternative investment diversification and risk-adjusted return benefits are widely known, as are their complexity and cost. Can they be effectively scaled, managed, and included in retirement plans?

It’s an interesting and vexing question: what does financial wellness actually mean and what kind of ROI employers can, advisors, and—most importantly—participants really expect.

Not wasting any time to start the new year, the powerful House Ways and Means Committee will hold a hearing next week to kick off the push to extend the Tax Cuts and Jobs Act (TCJA) of 2017.