Responding to a recent call from an advisor in Texas, the ERISA consultants at the Retirement Learning Center (RLC) address a question on setting a large auto-enrollment deferral amount in relation to ...

Fred (Reish) recently brought their engaging, informative, and occasionally alliterative discussion to the nation’s largest and longest-running gathering of TPAs (and other assorted retirement experts ...

The IRS apparently will not permit retirement plan sponsors to require all participants to make catch-up contributions on a Roth basis to simplify plan administration.

In the event former President Donald Trump wins the Presidential Election, certain regulatory items at the Department of Labor will likely be modified or abandoned altogether.

"Unintended consequences" are often a euphemism for something bad. But not always. Take the 401(k), for example.

The suit, filed in the U.S. District Court for the Northern District of Texas ( Ware v. Coca-Cola Sw. Beverages LLC, N.D. Tex., No. 3:24-cv-02707, complaint 10/28/24 ), charged plan fiduciaries with: ...

Plan participants who work with a financial advisor apparently are more confident about their retirement prospects, better informed about their plans and contribute more to their accounts.

Last April, the Federal Trade Commission (FTC) finalized a near-total ban on non-compete agreements that could have a significant impact on the financial services industry, but that guidance has now ...

Shlomo Benartzi recently responded to Nevin Adam’s Oct. 29 column addressing Mr. Benartzi’s Oct. 19 op-ed in The Wall Street Journal about the 401(k) system. This post is a brief follow-up to that ...

An employer that provides retirement plan coverage must meet the needs of employees who hail from a wide range of generations, from those nearing retirement to those just entering the workforce and ...

Well, here we are again at the end of yet another workweek . . . and yet, just look at what has happened to these guys and gals . . . In Chagrin Falls, Ohio, they ...