In what some would consider a blockbuster deal to start the new year, national financial services firm Mariner announced that it is acquiring Cardinal Investment Advisors in a deal that adds $292 ...

The parties in an excessive fee suit involving the selection and monitoring of Northern Trust’s Focus Funds in its own 401(k) plan have come to terms.

While President Biden is expected to sign legislation passed by Congress repealing the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), not everyone is happy with the move ...

President-elect Trump has turned to an influential and long-time tax lobbyist in Washington, D.C. to serve as the head of tax policy in the U.S. Treasury Department.

Well, here we are again at the end of yet another workweek . . . and the beginning of a New Year . . . and yet, just look at what has happened to these guys and gals . . .

Noting that “As fiduciaries to the Plan, Defendants were obligated at all times to act prudently and for the exclusive benefit of participants and beneficiaries. This Defendants did not do” — another ...

Kelsey Mayo, the American Retirement Association’s (ARA) long-time outside Director of Regulatory Affairs, will come inside, joining the education and advocacy organization’s C-suite as its Chief ...

The Department of Labor’s (DOL) rule proposal for adequate consideration of employee stock ownership plans (ESOPs) has not yet been released, despite being sent to the Office of Management and Budget ...

Not wasting any time to start the new year, the powerful House Ways and Means Committee will hold a hearing next week to kick off the push to extend the Tax Cuts and Jobs Act (TCJA) of 2017.

Responding to a recent call from a financial advisor in Michigan, the ERISA consultants at the Retirement Learning Center (RLC) address a common question on Qualified Birth and Adoption Distributions ...

And so she did — by phone calls, texts, and an astounding amount of “snail mail” — she found ways to reach out, to support and encourage what turned out to be an incredible network of friends, family, ...

Despite the retirement industry attention they receive, pooled employer plans (PEP) still have a long way to go with employers. Interest in the product is (very) low, and 93% of employers said they ...