In response to a recent call from a financial advisor in Massachusetts, the ERISA consultants at the Retirement Learning Center (RLC) address whether an individual can roll their traditional IRA into ...
Once again, we are proud to announce our list of 2026 NAPA Top DC Advisor Teams with assets under advisement over $100 million! Read on to find out if your team (and who else) made it.
Members of the House Committee on Education & Workforce advanced the ERISA Litigation Reform Act to the full House of Representatives by a party-line vote.
Alternatives in DC plans are moving from theory to execution faster than conventional wisdom suggests. The mistake isn’t caution. It’s assuming tomorrow will look like today.
Noting that “Plaintiffs have not alleged facts plausibly showing that their proffered indices and target-date funds are meaningful benchmarks for the 3M target-date funds,” a federal judge has ...
Eight former Labor Department officials are calling on lawmakers to reject legislation designed to limit the recent tsunami of ERISA litigation.
Our new membership platform is now available for use. To get started with the new system, you will need to reset your password. Please click the "Password Reset" link below to get started. The wait is ...
After years of anticipation, the Department of Labor’s latest attempt to expand the definition of fiduciary investment advice is now dead.
The bottom line is that if you don’t have a class certified by the court, you don’t have a class action suit. So, ...
Not exactly the kind of retirement policy discussion that brightens your day. While this isn’t a new topic — there are some important developments — so let’s push past the anxiety and talk about them.
The Biden administration finalized the Retirement Security Rule, a new fiduciary rule, in April 2024. The focus of that rule was to extend ERISA fiduciary duties to one-time professional retirement ...
The actual number is months away, but for those who like to be prepared, there are at least two new projections for the 2027 Social Security COLA increase to choose from.
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