Visionary leadership, emotional intelligence, and technological fluency” are central traits for the next generation of RIAs, as firms adopt AI, scale with focus and invest in people, according to ...

The Lincoln, Nebraska-based firm this week announced the successful closing of $3 million in funding as part of its effort to help empower 401(k) plan fiduciaries to select, monitor, and implement ...

As a fiduciary analyst, it's helpful to map cryptocurrency investment considerations against best practices in fiduciary ...

Legislation has been introduced in the House that would direct the Department of Labor (DOL) to issue guidance permitting retirement plan fiduciaries to “transfer unclaimed retirement distributions to ...

Last week the House Appropriations Committee advanced a budget for the Department of Labor (DOL) and the Employee Benefits Security Administration (EBSA) that would result in cuts for both.

The IRS on Monday released final regulations reflecting statutory changes made by the SECURE 2.0 Act of 2022, including the requirement that catch-up contributions made by certain catch-up eligible ...

Plan sponsors expect their retirement plan advisors to improve participant outcomes, among other essential items. Advisors appear to be delivering.

Professional mobility is ubiquitous, and the younger the employee, the more likely it is. That may result in an interesting, varied career, but is it compatible with today’s retirement saving ...

In general, the SECURE Act increased the age for required minimum distributions (RMDs). Under previous law, participants were generally required to begin taking distributions from their retirement ...

Among other things, the SECURE Act increases the credit limitation for small employer pension plan startup costs by changing the calculation of the flat dollar amount limit on the credit to the ...

Non-competes are widely used in the financial services industry and this legal issue is of keen interest for employers that use non-competes or are interested in hiring employees subject to them.

With one month of consumer price data left to go, it appears that the annual Social Security cost-of-living adjustment (COLA) will increase from its 2025 level, but the final number could change ...