In the case of a $100,000 rollover check, a two-week absence from the market during an upturn could cost $37,512 in lost ...

Bipartisan legislation to establish an automatic reenrollment safe harbor has been reintroduced by two key members of the Senate Health, Education, Labor and Pensions (HELP) Committee in a bid to help ...

The best way to describe what a TPA does, said Hooker, is that they are “equivalent to being the CPA for the retirement plan,” adding that TPAs are focused on designing a plan around a plan sponsor.

On May 22, the House of Representatives narrowly passed the “One Big Beautiful Bill Act” — legislation that would extend the expiring provisions of the Tax Cuts and Jobs Act (TCJA) and provide ...

In Alabama, literacy refers to more than the ability to read and write — it also encompasses finances. Alabama requires high school students to participate in its Career Preparedness curriculum, and ...

Late on May 20, the House Financial Services Committee approved legislation that would allow 403 (b) plans to include collective investment trusts (CITs) as part of their investment lineup.

A majority of plan sponsors like the idea of an employee choice program through which part — or all — of an employer’s typical retirement plan contribution can be allocated to a benefit plan a ...

A participant-plaintiff will be hit with some costs in a now-dismissed excessive fee suit after a federal judge granted the plan fiduciaries’ motion. The suit, first filed in 2022 by ...

Retirement plan eligibility would expand to 18-20 year olds if a bill reintroduced by Sens. Bill Cassidy (R-LA.) and Tim Kaine (D-VA.) is enacted. The Helping Young Americans Save for Retirement Act ...