Vanguard announced this week that, effective Feb. 1, it is reducing expense ratios on 87 funds and 168 share classes.

The ERISA consultants at the Retirement Learning Center (RLC) address whether it’s possible to aggregate RMDs from an annuitized IRA with RMDs from an IRA that isn’t annuitized to determine the total ...

High-profile retirement plan advisor Holly Knight has joined Alera Group as Director of Retirement Advisor Services, the firm announced in mid-January. It’s a new position in the firm’s Retirement ...

The IRS has released the 2025 Form 5558 to be used to request an extension in filing the Form 5500 for the 2024 plan year. And now it can be filed electronically, as well as on paper.

To expand access to workplace retirement plans for small- and medium-sized businesses, financial services provider Equitable announced the launch of a new pooled employer plan (PEP).

Did you hear the one about how nearly all U.S. retirement plans have “at least one regulatory or fiduciary ‘red flag’ violation”? Well, here’s hoping you haven’t. Because this so-called “analysis” of ...

Wallace Blankenbaker and Suzanne Raffaele are back for another popular session at this year’s NAPA 401(k) Summit at the Fontainebleau Las Vegas, April 28 - 30,2025.

Americans like their 401(k) plans just the way they are, according to new research, which finds that a strong majority disagreed with proposals to remove or reduce tax incentives for retirement ...

Brad Campbell, former Assistant Labor Secretary for the Employee Benefits Security Administration (EBSA) and currently a Partner with legal powerhouse Faegre Drinker, joined Graff for a frank ...

Restrictions on non-compete agreements pursued by the Federal Trade Commission (FTC) and National Labor Relations Board (NLRB) under the Biden administration are expected to be abandoned under the ...

In what the firms describe as a first-of-its-kind collaboration, 401(k) fintech provider Pontera and wealthtech provider Orion have launched a new integration that will empower advisors to deliver ...

Yet another fiduciary breach suit not only alleges excessive recordkeeping and investment management fees and misuse of plan forfeitures, but also the failure to include a target date fund.