Foreign diversification is important in retirement investing to limit risk, but research shows that many retirement investors are overexposed to the U.S. market and lack recommended levels of foreign ...

The Department of Labor on March 18 issued a model notice for applicants to the Voluntary Fiduciary Correction Program to use in letting plan participants know that the plan has applied to use the ...

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 . . .

In a letter to the newly installed Secretary of Labor, the chairman of the House Education and Workforce Committee called for the Secretary to “rescind or withdraw” the fiduciary rule finalized under ...

The conversation has changed, says Income America’s Matthew Wolniewicz. It’s no longer why implement an in-plan retirement income product, but how.

Despite the emergence of robo-advisors and AI-driven investing, younger, do-it-yourself (DIY) investors who were supposed to help transform the fintech industry are actively seeking the guidance of ...

Social Security and the private-sector plans that are indispensable to financing retirement interact in a complementary way. Here are some insights into why and how.

BlackRock CEO Larry Fink argued that Social Security is an inferior retirement model compared to Australia’s superannuation ...

A newly released survey conducted by the Certified Financial Planner (CFP) Board warns of major risks to clients’ retirement planning goals should the Tax Cuts and Jobs Act (TCJA) not be extended by ...

Yet another suit alleges an ERISA fiduciary breach regarding the administration of a corporate healthcare plan.

A participant-plaintiff says fiduciaries of the $44 billion plan saddled the plan with poor performing stable value options that served the interests of insurance companies, not participants.

Responding to a recent call from a financial advisor in Ohio, the ERISA consultants at the Retirement Learning Center (RLC) address a question on SIMPLE IRA catch-up contribution limits.