In what the firms describe as a first-of-its-kind collaboration, 401(k) fintech provider Pontera and wealthtech provider Orion have launched a new integration that will empower advisors to deliver ...

The Employee Benefits Security Administration (EBSA) is facing a fiscal cliff in March which could lead to a significant cutback in services and enforcement.

The fund in question is the Harbor Capital Appreciation Fund. The fiduciaries challenged are those of the Southwest Airlines Co. Retirement Savings Plan, the Southwest Airlines Co. 401 (k) Plan, and ...

The White House on Jan. 29 rescinded the OMB memo concerning the sweeping federal funding freeze announced just two days before. It is possible that the PBGC's Special Financial Assistance Program ...

Cause your crystal ball ain’t so crystal clear.” But in this case, it is, and an all-star panel of top advisors will take the stage at the 2025 NAPA 401(k) Summit in Las Vegas to jump a decade into ...

New research finds that, under certain scenarios, eligible Gen Z and Millennial savers could see a double-digit increase to their retirement wealth from the Saver's Match. What’s more, single women ...

Plan fiduciaries have prevailed in a fiduciary breach suit challenging their selection of a set of target date funds and advisory services.

Responding to a recent call from a financial advisor in Virginia, the ERISA consultants at the Retirement Learning Center (RLC) address which provisions from the new RMD rules are delayed.

And in that sense, this survey also suggests that OUR assumptions about the efficacy and impact of our communications in inspiring better efforts — could be missing the mark as well. Please log in or ...

The Social Security Administration (SSA) announced on Friday that it could take a year or longer to fully implement the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset ...

The U.S. Senate on Monday voted overwhelmingly to confirm President Trump’s nominee — who also recently expressed some views on retirement policy — to serve as Secretary of the Treasury.

What was seen as the first in a potential groundswell of participant fiduciary breach suits involving healthcare plans has ended with a whimper — for the moment. Indeed, echoing the language found in ...