According to a report from the Public Research Retirement Lab (PRRL) in which they compared retirement investors who use one fund and those that use multiple funds, TDFs are more popular with younger ...

Just as water finds new pathways, recent SECURE Act rules on long-term, part-time employees (LTPTE) are carving new channels in retirement planning. Our latest cover story by Shannon Edwards dives ...

Filing a Form 5500. It sounds simple, and yet there are 3 flavors of 5500 with 11 different supporting schedules, and handful of other associated forms like the 5558 and the 8955-SSA. Further, a 5500 ...

The SECURE 2.0 Act introduced significant changes to controlled group rules, particularly the new spousal exception provisions. This session will delve into how these changes affect the design and ...

In a recent webcast, industry experts offered a deep dive into cash balance plans — a tool they argue expands the universe of ways by which one can save for retirement.

Asserting that a recent excessive fee suit is “just one of many in a wave of ERISA class-action complaints designed to extract costly settlements…” — the U.S. Chamber of Commerce and a couple of ...

Addressing financial precarity can help protect the integrity of employees’ retirement accounts, Leana indicated. “People with financial cushions are less likely to take a loan or make an early ...

Odd to admit this in Financial Literacy Month, but I’ve been a financial literacy skeptic.

Add financial literacy to the list of things that decline with age. A high-profile researcher at the University of Pennsylvania’s Wharton School has found that as people age, their financial literacy ...