Responding to a recent call from a financial advisor in Florida, the ERISA consultants at the Retirement Learning Center (RLC) address a question on cash balance plans and succession planning.

With an eye towards greater security, more Americans intend to focus on financial stability in the coming year than they have in the last decade, according to Allianz Life’s 2025 New Year’s ...

The “generation gap” became a thing in the 1960s. It may not be discussed in exactly that terminology today, but it nonetheless exists — as a look at the retirement readiness of two of the biggest ...

Legislation to repeal the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) took a big step yesterday towards passage by Congress.

Mo., to be IRS Commissioner; and Frank Bisignano to be the Commissioner for the Social Security Administration (SSA) last ...

Well, here we are again at the end of yet another workweek . . . and yet, just look at what has happened to these guys and gals . . .

The Standard recently announced that it has named Mark Christensen as the pooled employer plans sales director in the firm’s Retirement Plans division.

Who says you can’t put a price on true love? Once again, the good folks at PNC have compiled the PNC Christmas Price Index, which purports to tally up the cost of all those items from “The Twelve Days ...

The parties in an excessive fee suit have settled for what is said to be the “largest ever of an ERISA case stemming from poorly performing investment options in a 401(k) plan.” ...

Responding to a recent call from a financial advisor in Illinois, the ERISA consultants at the Retirement Learning Center address a question on how the IRS contribution and other limits apply to ...

Rep. Virginia Foxx (R-N.C.) called for an investigation into the Department of Labor’s (DOL) practice of sharing information obtained from its investigations with plaintiffs involved in ERISA-related ...

A new excessive fee suit alleges that the plan not only overpaid for managed account services, but failed to act in the best interests of participants in using forfeitures to offset employer ...