At first glance, the student loan match was one of the most anticipated features of the SECURE 2.0 Act, but it apparently has had a very low usage rate in its first year.

To ease the burden of its regulations on “small” investment advisers, the Securities and Exchange Commission (SEC) has proposed amendments to increase the asset-based thresholds under which registered ...

Though not confirmed, that’s apparently the case according to a recent report. President Trump — as part of a broader Executive Order (EO) on home ownership and affordability — may seek to allow 401(k ...

During a hearing hosted by a subcommittee of the House Committee on Education and Workforce, multiple witnesses advocated for changes to make annuities easier to use.

The Labor Department has withdrawn its previous support of plaintiffs in a case concerning the burden of proof involving a university 403(b) plan.

The Atlanta-based Ferenczy Benefits Law Center (FBLC) on Thursday announced that high-profile ERISA attorney Fred Reish will be joining the firm as Of Counsel in 2026.

The parties in a case under consideration by the nation’s highest court — with implications for resolving the burden of proof in ERISA fiduciary breach litigation — have filed to dismiss the suit.

A comprehensive, new survey that looks at defined contribution (DC) plan participant views on their understanding and appetite for alternative investments, as well as the use of artificial ...

Independent wealth management firm Cerity Partners announced this week that it has merged with Austin Private Wealth, an independent wealth management firm based in Austin, Texas.

In noting that 2026 will likely feature a “high-risk bull market,” Bob Doll on New Year’s Eve unveiled his highly anticipated annual list of predictions, observing that the United States is set to ...

Will the Sunshine State be the next to put a state-run auto IRA in place for private-sector employees whose employers do not offer one?

Responding to a call from a financial advisor in Idaho, the ERISA consultants at the Retirement Learning Center (RLC) address a question regarding Canadian residents with U.S. retirement assets, IRA ...