In a unanimous decision, the nation’s highest court has made a clear delineation as to who bears the burden of proof in ERISA litigation — and it’s not likely to slow the current pace.

Prime Capital Retirement not only invited competitors to its annual Qualified Plan Fiduciary Summit in Overland Park, Kan., it had them participate onstage.

A new report studying retirement investors who use one fund, compared to those that use multiple funds, showed that target date funds (TDFs) are more popular with younger investors, but that TDFs may ...

Thanks to the SECURE 2.0 Act, an expanded array of distributions from a retirement account is now more readily available, but making them available is up to the discretion of a plan sponsor. Industry ...

Tariffs imposed by the Trump administration in recent weeks have caused sharp declines and high volatility in securities markets, especially in equities. How should retirement investors respond?

Responding to a recent call from a financial advisor in Georgia, the ERISA consultants at the Retirement Learning Center (RLC) addressed a question on whether the client can use a terminated ...

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 ...

Sens. Josh Hawley (R-Mo.) and Dick Durbin (R-Ill.) have reproposed the Protecting Employees and Retirees in Business Bankruptcies Act. The bill would provide greater protection for employee wages and ...

It’s an odd thing to admit in Financial Literacy Month — but I’ve been a financial literacy skeptic.

Something else that declines as we age? Financial literacy. A new paper from a high-profile researcher at the Wharton School of the University of Pennsylvania Professor found that as people age, their ...

When it comes to spending in retirement, a new study reveals that retirees are far more likely to spend from lifetime income ...

To accelerate growth and meet rising demand for financial coaching, Financial Finesse has announced the appointment of industry veteran Todd Lacey as President.