One of the faults we have in this industry is that we’ve become dot obsessed,” Rich Eagar, Vice President of Retirement Services for Prime Capital Retirement, said at the outset of Donuts & Dollars: ...

Responding to a recent call from a financial advisor in Texas, the ERISA consultants at the Retirement Learning Center (RLC) address a question on whether a client can suspend the company’s 401(k) ...

Advisors who educate every participant, year after year, consistently report two things: how rewarding it is to make a real difference in people’s lives, and how transformative it is for their ...

The law firm of Schlichter Bogard LLC has filed suit against a familiar plan sponsor target — albeit with a different twist — and a jury trial demand.

The U.S. Senate on May 6 confirmed Frank Bisignano, President Trump’s nominee to lead the Social Security Administration, on a 53-47 party-line vote.

Savvy Wealth, which describes itself as a digital platform for financial advisors centered around modernizing human financial advice, announced that it is partnering with workplace retirement savings ...

Yet another fiduciary defendant has prevailed in its motion to dismiss a suit alleging a fiduciary breach in its use of plan forfeitures to offset employer contributions.

Continuing the mixed (and confusing) results in the series of forfeiture reallocation litigation, a federal judge has dismissed a suit, labeling it a “novel theory under ERISA…unsupported by the law ...

Fees without value is a meager conversation,” Cambridge Investment Research’s Mark Thornton said when introducing the “Toms,” Kmak and Clark, last week at the 2025 NAPA 401(k) Summit.

The Plan Sponsor Council of America (PSCA), sister organization of NAPA, recognized two high-profile retirement plan professionals at the start of its national conference in Las Vegas last Wednesday.

The potential for better diversification and risk-adjusted returns that non-correlated private market investments offer make ...

Next weekend — for the first time in my life — I’ll spend Mother’s Day without Mom.