Independent RIA firm SageView Advisory Group announced Dec. 4 that it has acquired OnTrack 401(k) based in Frederick, MD, further bolstering its institutional footprint.

Turning to someone with widespread industry experience, President-elect Donald Trump announced Dec. 4 that he will nominate former Commissioner Paul Atkins to chair the Securities and Exchange ...

There is good news and bad in the most recent Plan Sponsor Council of America’s (PSCA) reporting of 403(b) stats.

A Tuesday morning session at the 2025 NAPA 401(k) Summit at the Fontainebleau in fabulous Las Vegas, Nevada in April will explore the retirement and wealth convergence. It features high-profile ...

The consortium of retirement plan service providers focused on making it easier for Americans to transfer their workplace retirement accounts when changing employers has hit a major milestone.

Responding to a recent call from a financial advisor in California, the ERISA consultants at the Retirement Learning Center (RLC) address a question regarding how to determine who a disabled or ...

A new survey that sheds light on the challenges retirees face in managing withdrawals from their retirement savings finds that a substantial number navigate this phase without a structured plan.

An excessive fee suit against a $14 billion 401(k) plan — that had initially failed to get past a motion to dismiss — has struck a settlement said to be about 15%[i] of the alleged damages. The suit ...

Voluntary Fiduciary Correction Program (VFCP) that should help plan sponsors and providers may finally be released in the coming weeks.

A study from the National Bureau of Economic Research suggests that the positive impact of automatic features may be more muted than optimists had hoped, though they still do encourage higher average ...

What's in the Episode? Oh, what an election it was. It determined not only the presidency but control of both houses of Congress. Now that it’s settled, people rightly wonder what it means for ...

In a ruling that a dissenting opinion says "weakens an "important mechanism" to stop costly litigation over "meritless claims - a federal appellate court has given new life to an excessive fee suit.