The Department of Labor’s (DOL) rule proposal for adequate consideration of employee stock ownership plans (ESOPs) has not yet been released, despite being sent to the Office of Management and Budget ...

Amid ongoing debt, inflation and other financial pressures, Americans' financial confidence has held steady heading into the new year, according to New York Life’s 2025 New Year Outlook Wealth Watch ...

And so she did — by phone calls, texts, and an astounding amount of “snail mail” — she found ways to reach out, to support and encourage what turned out to be an incredible network of friends, family, ...

President Joe Biden signed the Social Security Fairness Act on Sunday, repealing both the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

Responding to a recent call from a financial advisor in Michigan, the ERISA consultants at the Retirement Learning Center (RLC) address a common question on Qualified Birth and Adoption Distributions ...

After first revealing the deal last fall, Voya Financial announced late last week that it has completed its acquisition of OneAmerica Financial’s full-service retirement plan business.

Despite the retirement industry attention they receive, pooled employer plans (PEP) still have a long way to go with employers. Interest in the product is (very) low, and 93% of employers said they ...

Welcome, Gen Beta! The newest generational addition to the Greek alphabet, born between 2025 and 2039, will be the first to be completely steeped in artificial intelligence (AI).

One of the most powerful committees in Congress, which will be charged with developing much of President-elect Trump’s tax and economic agenda over the coming months, will have nearly a quarter of its ...

Another national employer has been sued for its decision to transfer its pension obligations to an insurance company — but a different one than had been challenged in suits thus far.

This is the time of year when resolutions for the cessation of bad behaviors and the beginning of better ones are in vogue. Here are five for plan fiduciaries for 2025. Develop a (plan) budget. Most ...

President-elect Trump has turned to an influential and long-time tax lobbyist in Washington, D.C. to serve as the head of tax policy in the U.S. Treasury Department.