The Department of Labor on Wednesday announced that proxy advisory firms that offer advice or recommendations to ERISA-governed plans regarding their shareholder voting rights may be considered ERISA ...
In a new Field Assistance Bulletin, the Employee Benefits Security Administration (EBSA) has outlined its enforcement priorities and guiding principles — and there’s a definite shift in emphasis.
Two companion bills that seek to alleviate the negative impact that unpaid family caregiving has on saving for retirement were introduced in both the House and Senate with bipartisan support.
Bipartisan legislation introduced by two members of the powerful House Ways and Means Committee and backed by the American Retirement Association (ARA) would provide employees with greater control ...
Two senior House Democrats called on the Inspector General (IG) for the Department of Labor (DOL) to look into why the ERISA Advisory Council (EAC) has not met since 2024 and has not been carrying out ...
John Hancock this week unveiled what it says is a first-of-its-kind personalized longevity preparedness assessment tool in collaboration with the MIT AgeLab.
Wealth management firm LPL Financial Holdings Inc., along with its subsidiaries — including LPL Capital Partners, Inc. and LPL Financial LLC — on Tuesday announced that it has entered into a ...
The ink was not quite dry on last week’s column on retirement spending when two (count them, TWO) industry reports offered the same solution.
A new report from Fidelity highlights what are described as “data-informed” insights to create a benefits plan strategy that it says supports both employee well-being and overall employer outcomes.
While most industry surveys of late have shown positive trends, a more select sampling presents a less encouraging picture.
In this week’s Case of the Week, the ERISA consultants at the Retirement Learning Center (RLC) address whether a client can remove a life insurance policy from a qualified retirement plan without ...
It all kicks off (officially) in Tampa, Fla., on Sunday with American Retirement Association (ARA) CEO and NAPA Executive Director Brian Graff’s highly anticipated “From the Hill to the Summit” ...
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