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Retirement income planning software provider Income Lab has announced the launch of a Social Security optimization tool, giving financial advisors a new way to help clients with Social Security ...
With a tally now running above 50 such suits, the 30,000 participant 401(k) plan of UBS AG has been targeted for ostensibly misusing plan forfeitures.
The Department of Labor’s Employee Benefits Security Administration has modernized its opinion letter program, part of a broader effort to heighten assistance provided in order to enable and support ...
Committee is set to consider President Trump’s nominee to lead the Department of Labor’s Employee Benefits Security Administration (EBSA) later this week.
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The first topic of discussion wasn’t a surprise and is foremost on the mind of the retirement plan industry in general.
High-tech insurance brokerage might sound like an oxymoron, but a deal announced Wednesday reflects that artificial intelligence is everywhere.
A federal appellate court has affirmed the district court’s rejection of a suit challenging as a fiduciary breach the “speculative” nature of a custom target-date fund invested in hedge funds and ...
The Federal Trade Commission (FTC) and Department of Justice (DOJ) have filed a statement of interest in the case Texas et al., v. BlackRock Inc. et al., in the U.S. District Court for the Eastern ...
After requesting a pause in the litigation challenging the Biden-era ESG rule so that it could decide its next steps, the Trump-led Department of Labor (DOL) has now provided the court with an update.
If language matters, which we, as an industry, completely believe it does, why do we use phrases such as non-participant or opt-out when they are factually inaccurate and take participants out of the ...
The previous 2022 guidance directed plan fiduciaries to exercise “extreme care” before adding cryptocurrency to investment menus.
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