The organization’s seventh annual HSA survey shows increasing participant contributions and investment of assets, leading to an increase in average account balances for the third consecutive year.

Responding to a recent call from a financial advisor in Ohio, the ERISA consultants at the Retirement Learning Center (RLC) address what options are allowed under the nondiscrimination testing ...

A tax increase is likely coming in the next few election cycles, which could impact servicing nonqualified deferred compensation (NQDC) plans.

The House Education and Workforce Committee on Wednesday approved a package of bills that, among other things, seek to provide greater transparency surrounding the investigative and enforcement ...

Retirement industry tech firm Congruent Solutions on Tuesday announced a strategic partnership with LeafHouse Financial Services to automate fund performance and fact sheet integration into defined ...

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.