A new excessive fee suit targets not only decisions on forfeiture reallocation, but also a decision to invest in “structurally opaque” collective investment trust target-date fund series.

The parties in a forfeiture reallocation suit have proposed a (very) large — and somewhat complicated — settlement.

The Securities and Exchange Commission (SEC) proposed changes to regular reporting requirements for investment companies, including mutual funds. The SEC also postponed the implementation date for the ...

Nearly five years in the “making,” and on the eve of a rare jury trial in ERISA litigation, the parties in a 401(k) excessive fee suit have come to terms.

The IRS is extending the applicability date of the proposed required minimum distribution (RMD) regulations until the distribution calendar year that begins no earlier than six months after final regs ...

In response to a call from a financial advisor in Pennsylvania, the ERISA consultants at the Retirement Learning Center (RLC) address what the tax benefits are for a qualified charitable distribution ...

In response to a Treasury Department Request for Comments concerning regulatory guidance for Trump Accounts, several industry groups offered feedback on various topics, including employer ...

If we want retirement savings to follow the worker, they shouldn’t need a GPS, three passwords, and a tax advisor to get there.

The best way to help individuals accept their role in their own retirement savings is to give them the tools that best support them, including employer-sponsored retirement plans.

To expand access to professionally managed retirement portfolios, Morningstar Retirement announced a strategic collaboration with Alta Trust Company and a group of leading asset managers to launch the ...

Yet another lawsuit has alleged that, “rather than acting with a singular focus on the needs of the Plan’s participants and beneficiaries, the Defendants ignored poor investment performance.” ...

Plaintiff law firm compensation often dwarfs the average compensation of participants in ERISA class action lawsuits, according to a survey published by Davis & Harman, an ERISA defense law firm. The ...