FUSE surveyed advisors with 10 or more DC plan clients and found that 59% expect SECURE 2.0 provisions to increase their revenues by 1% to 10% by the end of 2025. Only 9% of specialist plan advisors ...

The belief in the Social Security system the NIRS found may be robust, but that doesn’t translate to an across-the-board expectation that it will generate the intended benefits. The NIRS found that ...

A “new” entrant to the forfeiture reallocation suit “suite” — and a decision in favor of fiduciary defendants — Nevin & Fred review the latest developments.

“Employer-sponsored DC plans have helped American workers achieve long-term saving goals for decades with favorable features ...

DeRemer, President Trump’s nominee to be Secretary of Labor, appeared before the Senate Health, Education, Labor and Pensions (HELP) Committee on Feb. 19 and fielded a number of questions about her ...

The suit claimed that “the 2022 Rule oversteps the Department’s statutory authority under the Employment Retirement Income Security Act of 1974 (‘ERISA’), 29 U.S.C. § 1001 et seq., and is contrary to ...

Student loan matching is a game-changer for retirement benefits, allowing employers to provide meaningful financial relief while strengthening their workforce. With clear IRS guidance and flexible ...

Daniel Aronowitz has been officially nominated by the White House to become next Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA). He is the President of Euclid ...

The Department of Labor (DOL) has filed a motion to pause two federal court cases that challenge the so-called fiduciary rule because of the transition to a new presidential administrations. “Due to ...

One-participant plans and foreign plans use the Form 5500-EZ, Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan, to report concerning the most ...

Eligible Gen Z and Millennial savers could see a double-digit increase to their retirement wealth from the Saver's Match under certain scenarios, according to new research. And single women and ...