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 ...

BlackRock recently released its 2025 Read on Retirement, which the company said reveals “a striking paradox.” “Nearly two-thirds of workplace savers feel on track with their retirement savings,” it ...

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.

The SECURE 2.0 Act requires certain participants to make their catch-up contributions on a Roth basis, but due to administrative complexity, the provision was postponed to 2026. Will the deadline be ...

A federal judge reviewing a suit challenging the prudence of AT&T’s decision to transfer its pension obligations to a third-party says all 11 claims should be dismissed.

The Trump Administration chose a Global Financial Markets roundtable in Paris on Monday to deliver a strong anti-ESG statement, claiming, “ESG, at its core, looks a lot like a Marxist march through ...

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 ...

Dan Aronowitz, the Assistant Secretary nominee for the Employee Benefits Security Administration (EBSA), is on a list included in a resolution that will seek a rule change for lower nominees.