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

Pa., reintroduced the Retirement Savings for Americans Act (RSAA) on Monday, a bicameral, bipartisan bill that supporters said would give uncovered private-sector workers access to a federally run ...

I recently picked up a book that states “why (almost) everything you know about the US retirement system is wrong” — and it’s definitely worth a read.

How focused are you on the nonqualified plan space? It’s rapidly expanding and can significantly boost your business by better serving your retirement plan clients. NAPA’s Nonqualified Plan Consultant ...

Plaintiff’s alternative reading of ERISA, which posits that it is illegal to use forfeitures to cover the cost of employer contributions, flies in the face of this well-established practice, as well ...

Aided by consistent growth and favorable market conditions, HSA assets expanded significantly during 2024, according to Devenir’s 29th semi-annual Health Savings Account survey.

A similar, if not identical, case from a different federal judge in a different federal court draws a different conclusion in an ERISA suit involving a pension risk transfer.

A common question that arises at this time of the year relates to the timing of making deductible contributions to a qualified plan.

The DOL issued Field Assistance Bulletin 2025-02 on April 3 to address issues that have arisen concerning annual funding notices in light of the enactment of SECURE 2.0.

The Senate Republican leadership late Wednesday unveiled an ambitious budget framework that sets the stage for making the expiring Tax Cuts and Jobs Act (TCJA) permanent, but there’s still a long way ...

ERISA litigation continues at a rapid pace, with new genres and targets surfacing regularly, resulting in massive settlement numbers, but are there steps that can be taken to reform the system?

“Put simply,” he concluded, “because Plaintiffs never allege that Athene is substantially likely to fail — just that it is at a greater risk of failure than its competitors — they have failed to ...