The ERISA Industry Committee and its coalition said that the IRS has consistently taken the position that forfeitures can be ...

Most asset managers that Cerulli Associates surveyed said they planned to offer direct contribution plans a range of ...

This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better.

U.S. representatives recently introduced legislation intended to reduce litigation targeting retirement plans governed by the Employee Retirement Income Security Act. The ERISA Litigation Reform Act, ...

Thrift Savings Plan participants and spousal beneficiaries can shift money from traditional, pre-tax TSP balances to Roth ...

The Department of Labor has ended its defense of a 2024 fiduciary rule that would have brought retirement investment advice ...

Workers deserve diversified portfolios for their defined contribution plans, according to financial commentator Anne Lester, ...

Aging advisory firm owners are relying on mergers and acquisitions to determine the next phase of their practices.

This month’s special coverage examines best practices for managing advisers, adopting workplace technology and preparing the next generation of leaders. Roth contributions are reshaping retirement ...

While plan sponsors overestimated participant preparedness, advisers can help ensure that those two groups are on the same ...

Nationwide found annuity owners reported higher levels of retirement confidence, but a separate LIMRA study questioned how ...

Although many advisers have embraced the merging of advising and wealth management, some experts warn that smaller accounts ...