Responding to a recent call from a financial advisor in Florida, the ERISA consultants at the Retirement Learning Center (RLC) address a question on cash balance plans and succession planning.

The “generation gap” became a thing in the 1960s. It may not be discussed in exactly that terminology today, but it nonetheless exists — as a look at the retirement readiness of two of the biggest ...

With an eye towards greater security, more Americans intend to focus on financial stability in the coming year than they have in the last decade, according to Allianz Life’s 2025 New Year’s ...

Legislation to repeal the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) took a big step yesterday towards passage by Congress.

The Standard recently announced that it has named Mark Christensen as the pooled employer plans sales director in the firm’s Retirement Plans division.

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

Who says you can’t put a price on true love? Once again, the good folks at PNC have compiled the PNC Christmas Price Index, which purports to tally up the cost of all those items from “The Twelve Days ...

Rep. Virginia Foxx (R-N.C.) called for an investigation into the Department of Labor’s (DOL) practice of sharing information obtained from its investigations with plaintiffs involved in ERISA-related ...

Certain portions of future regulations that will put the proposed RMD regulations in final form will apply beginning in the 2026 distribution calendar year, according to an IRS announcement.

A new excessive fee suit alleges that the plan not only overpaid for managed account services, but failed to act in the best interests of participants in using forfeitures to offset employer ...

Though not yet back to 2021’s record highs, contribution rates made modest gains in 2023 as employers and participants contributed more to their plans after pulling back the year before, according to ...

The Senate passed the Social Security Fairness Act by a vote of 76-20. The bill was previously passed by the House in November and would repeal the Windfall Elimination Provision (WEP) and the ...