We all know that under the SECURE 2.0 rules, we can now make matching contributions to participants that have student loan repayments and may not be able to contribute to the plan otherwise. We also ...

State Senator Franklin Foil (R-Baton Rouge) introduced Senate Resolution (SR) 176, a statement intended to recognize the retirement concerns of American workers and “urge efforts to improve retirement ...

Processes are necessary for a retirement plan professional to serve clients as well as participants and beneficiaries. Industry experts recently offered ideas on training that improves processes, why ...

Empower Retirement recently announced that it will soon allow its 19 million retirement plan participants to invest in private markets, and Sen. Elizabeth Warren (D-Mass.) is seeking answers from CEO ...

Established in 1997 as the Educator’s Award, the award was renamed in 2023 in memoriam of Thomas J. Finnegan III, the first ...

Some call them “lies” — but in this episode, Nevin (Adams) and Fred (Reish) highlight some of the most common — and occasionally confusing — misunderstandings about retirement plan responsibilities.

Companies have taken a greater interest and role in ensuring a secure and dignified retirement for their employees, but a recent study suggests that they’re nonetheless overestimating participants’ ...

A law just enacted in the Tar Heel State adjusts how state retirement funds are invested and how those funds and investments are managed. The 2025 State Investment Modernization Act, which Gov. Josh ...

A recent court ruling that upends the Pension Benefit Guaranty Corporation’s (PBGC) denial of a firm’s application for special financial assistance (SFA) program funds could cost taxpayers, says the ...

Time marches on — and that includes the retirement landscape. And that landscape is evolving so rapidly, suggests a new study, that many of the underlying assumptions across generations may no longer ...

Recently, plan fiduciaries might well have gotten a severe case of whiplash. I’m referring of course to the dual announcements from the Labor Department (a) rescinding its previous position on ...

ERISA is the bread and butter of retirement plan regulation. And since it is so fundamental to plan regulation and compliance, consideration of how it is applied bears repeating. Accordingly, the ...