A new study by Morningstar Retirement suggests that managed accounts can help improve retirement readiness, especially for participants who start off behind.

The Senate Committee on Health, Education, Labor and Pensions (HELP) held a hearing Thursday in which they discussed legislation to increase the prevalence of employee-stock ownership plans (ESOP).

You may have seen it. At the end of 2024, industry duo Will Prest and Lisa Kottler released their RetireTech Map.

The pace of suits alleging a fiduciary breach in disposition of forfeitures continues — with a new twist. The pace of suits alleging a fiduciary breach in disposition of forfeitures continues — with a ...

Employees under the age of 21 could soon become eligible to participate in their company’s 401(k) plan under bipartisan legislation recently reintroduced in the House of Representatives.

The Employee Benefits Security Administration (EBSA) wrote a letter to Thomson Hine, an ERISA law firm representing Citigroup inc. concerning its Racial Equity Program. The letter stated that Citi’s ...

"You could take this, go back to your clients and say, ‘Here's the lesson.’ You could repeat it verbatim," Tom Clark said Tuesday.

Retirement plan advisor delegates at the 2025 NAPA D.C. Fly-In Forum convened on Capitol Hill on Wednesday to press lawmakers to protect the incentives inherent in the nation’s retirement saving ...

Rep. Vern Buchanan (R-Fla.) addressed delegates from around the country at the NAPA D.C. Fly-In Forum on Tuesday afternoon, thanking the retirement plan advisors in attendance for their work and ...

Until recently, compliance with the Securities and Exchange Commission’s marketing rule held the top spot among investment adviser compliance officers, but that concern has been overtaken by another ...

A new suit alleges that imprudent fund selection has cost participants in a 401 (k) more than $100 million. A new suit alleges that imprudent fund selection has cost participants in a 401 (k) more ...

The House Committee on Education and Workforce hosted a hearing on Tuesday to discuss EBSA’s use of common interest agreements (CIAs) and general enforcement practices. Two bills have been proposed to ...