Legislation supported by the American Retirement Association (ARA) to allow qualified charitable distributions (QCDs) from employer-sponsored defined contribution retirement plans has been introduced ...

Since final regulations have not yet been issued with respect to the SECURE 2.0 requirement to furnish annual pension benefit statements on paper and related electronic delivery safe harbors, the ...

It’s that time of year again where analysts give an early preview of what the following year’s Social Security Cost of Living Adjustment (COLA) might be based on monthly changes in the Consumer Price ...

Summit that was a bit out of place among fancy financial firms, it was most likely ROX, an acronym for Ruling Out eXperiences, the charity partner at this year’s event.

With forthcoming Labor Department regulations likely to allow 401(k) savers to invest in private credit, the ranking Democrat of the House Ways and Means Committee has asked the Government ...

A new federal suit challenges the automaker with a number of fiduciary breaches, including a failure to properly offset fees with forfeitures, excessive (and undisclosed) indirect compensation with ...

One of our members recently asked me to settle a disagreement over the SECURE 2.0 employer contribution tax credit …to which my immediate reaction was “don’t threaten me with a good time!” ...

Ascensus, which dubs itself “the engine at the center of America's savings ecosystem,” on Monday announced that it has entered into a definitive agreement to acquire AmericanTCS, a leading provider of ...

Daniel Aronowitz, the head of the Employee Benefits Security Administration (EBSA), announced that EBSA will be focusing its enforcement efforts on the duty of loyalty, including ESG and DEI; and will ...

Target date funds (TDFs) solved a critical problem: getting millions of Americans invested in diversified, age-appropriate portfolios without requiring them to become investment experts.

It highlights some of the important issues plan sponsors should consider when implementing a CIT. ad space The logistics of investing in CITs are different from those of investing in mutual funds or ...

The report analyzed the potential effect of a federal auto-enrollment plan on retirement wealth outcomes for Generation Z, millennial, and Generation X workers.