The company said it expects to have "basic servicing up and running for the majority of our businesses, including the reopening of our customer contact centers, by our mid-August target.” ...

A meaningful benchmark — or lack thereof — has played a significant role in ERISA litigation of late. But a new appellate court decision offers a new perspective — in essence that you don’t need a ...

In response to a recent call from a financial advisor in New York, the ERISA consultants at the Retirement Learning Center (RLC) address the differences between Roth IRAs and designated Roth 401(k) ...

While target date assets have already experienced massive growth since enactment of the Pension Protection Act, demand for new features has the products positioned for an even larger share of assets.

Retirement income has a place in the sun as the ways people save for retirement change. So an examination of how it works and ways to approach it are timely indeed — and industry experts have offered ...

Fintech 401(k) provider Human Interest announced the launch of Compliance Guarantee, a new AI-powered compliance monitoring tool designed to help eliminate compliance surprises.

Twenty years ago, I authored a cover story about the then-newly enacted Pension Protection Act of 2006 with an ambitious headline: “The Pension Protection Act: This Changes Everything.” ...

Behavioral biases reduce usage of income products that otherwise could help participants during the decumulation stage. However, there are steps recordkeepers and sponsors can take to account for ...

Ascensus unveiled an enhanced version of its small business retirement offering with new capabilities designed to simplify plan setup and administration while supporting future growth.

With just two months left before the official announcement by the Social Security Administration (SSA), two new estimates predict that the 2027 cost of living adjustment (COLA) will be higher than ...

To streamline portfolio personalization for registered investment advisors, Vanguard has expanded its model portfolio offering with the introduction of Vanguard Custom Model Portfolios.

Only members of the National Association of Plan Advisors (NAPA) can nominate their favorite influencer (s). Yet, anyone can be nominated — whether or not they’re a NAPA member — as long as the ...