The retirement world has been anxiously awaiting (some with trepidation) for the presumed expansion of access to private market and crypto investments by defined contribution plans.

Optimism tempered with a dose of uncertainty sums up the attitude of a substantial number of retirement savers. At least that’s according to a recent analysis of thousands of plan participants.

According to Voya, a solid majority of plan participants told them that they considered themselves somewhat or very prepared for retirement. More specifically, 70% said they were prepared; 55% said ...

The Department of Labor (DOL) proposed to rescind a regulatory safe harbor on July 1 for being “unnecessary.” However, the safe harbor is highly valued by lifetime income providers and sponsors.

A casino in Vegas may not have a clock, but the Nevada Employee Savings Trust (NEST) certainly does — and it’s about to chime for employers in the Silver State that do not offer a retirement plan.

A(nother) federal judge has dismissed a(nother) suit filed alleging a fiduciary breach regarding the use of plan forfeitures to offset employer contributions – for the moment.

Non-compete agreements are widely used in the financial services industry and this legal battle is of keen interest for employers that use non-competes or are interested in hiring employees subject to ...

Responding to a recent call from a financial advisor in Nevada, the ERISA consultants at the Retirement Learning Center (RLC) address whether it’s possible to combine a 403(b) plan with a 401(k) plan.

Pooled employer plans (PEPs) have their genesis in the SECURE Act enacted in 2019. That’s not a long time, but in just three years, they accounted for billions in assets and covered thousands of ...

The National Bureau of Economic Research (NBER) recently announced that it would be shuttering the organization’s Retirement and Disability Research Center (RDRC). The final issue of Bulletin on ...

The Acting Assistant Secretary of Labor for the Employee Benefits Security Administration in a July 28 blog post explained the reasoning behind the DOL’s guidance on pooled employer plans (PEPs) and ...