"There’s a misperception that they need to be expensive, but you can now find annuity target date fund options at a really low cost to both the employer and their participants.” ...
In one of his first moves after being named acting chairman of the Securities and Exchange Commission (SEC), Mark Uyeda announced the launch of a new crypto task force to develop a comprehensive ...
President Trump appointed Vince Micone to head the Department of Labor (DOL) during as his Labor Secretary nominee—Lori Chavez-DeRemer—awaits her confirmation hearing.
Responding to a recent call from an advisor in Virginia, the ERISA consultants at the Retirement Learning Center address how a married couple can make a $32,000 IRA contribution.
President Donald Trump issued an executive order on Monday that froze all pending proposals from the Biden administration.
It’s long been noted that inertia is a powerful force regarding behavioral finance and automatic enrollment — but it may have limits, according to a new study.
Mercer and Aon reported that the 2024 year-end pension funding ratio was a record high for year-end figures. Investment Executive reports that Jared Mickall, principal and leader of Mercer’s Wealth ...
The SEC said that Vanguard made “misleading statements related to capital gains distributions and tax consequences for retail investors who held Vanguard Investor Target Retirement Funds (Investor ...
The Sandy, Utah-based firm, which bills itself as a next-generation retirement plan provider for employers, advisors and individuals, announced the appointment of industry veteran Stan Smith as Chief ...
The Department of Labor (DOL) released a new rule proposal governing the appraisal of shares in an employee stock ownership plan (ESOP).
John Hancock Retirement, a company of Manulife Wealth & Asset Management, announced that it is partnering with Vestwell on a new open-architecture retirement plan offering.