Legislation has been introduced that would modernize regulations for individual retirement accounts (IRAs) by eliminating overlapping IRS prohibited transaction rules while preserving ERISA oversight ...

The bill aims to make pension-linked emergency savings accounts (PLESA) more attractive to plans, and an amendment to the bill would also increase funding for the Employee Ownership Initiative at the ...

The Standard Insurance Company on July 30 announced the expansion of its pooled employer plan (PEP) capabilities with the introduction of an ERISA 403(b) PEP for nonprofit organizations.

Its intuitive interface means users can simply log in, ask a question, and receive an answer (with citations included) within seconds.

Strongpoint Partners announced the launch of Advisor Growth Lab, a new digital portal built to give retirement plan advisors a single destination to manage their existing book of business.

The nomination of Keith Sonderling to serve as Secretary of Labor has taken a crucial step forward in the U.S. Senate.

Saying that it’s the largest transaction of its kind in more than 25 years, Grant Thornton Advisors announced that it has entered into a definitive agreement to acquire CBIZ in an all-cash transaction ...

A(nother) federal judge has granted the motion to dismiss in a(nother) forfeiture reallocation suit — not because of arguments raised by the fiduciary defendants, but because the arguments put forth ...

The use of artificial intelligence (AI) has emerged as the overwhelming top compliance priority for SEC-registered investment adviser firms, according to the 2026 Investment Management Compliance ...

To help save advisors hours on workplace retirement plan management, Pontera has launched a new tool that firms can use to manage same-plan rebalancing work in a shared, reviewable workflow while ...

Responding to a recent call from a financial advisor in New York, the ERISA consultants at the Retirement Learning Center (RLC) address a common question on top-heavy requirements for 401(k) plans.

Another federal judge has dismissed a suit by plaintiffs backed by Schlichter Bogard LLC alleging that their pensions were put at risk via a transfer of those obligations to a PE-backed insurance ...