Retirement savings fintech Pontera announced on July 1 a partnership with Lisa M. Gomez, former Assistant Secretary for the Employee Benefits Security Administration (EBSA) at the U.S. Labor ...

The terms of a settlement announced in early May, while short of the original damages sought, are still jaw-dropping.

Massachusetts Secure Choice is closer to becoming more than a proposal. Both houses of the Bay State’s legislature on June 30 voted in favor of the FY 2026 budget bill, which includes a provision that ...

After a marathon voting session, the Senate passed its version of the budget, formerly known as the One Big Beautiful Bill Act, on Tuesday. The vote was 50-50, with Vice President J.D. Vance casting ...

Active investment manager Capital Group is expanding its presence in the small- and mid-sized retirement plan marketplace, an area of significant focus for the firm for some time.

The firm is using the famous retirement income sports story to help spread the word about the importance of guaranteed products in retirement plans and portfolios.

The Committee never selected an underperforming proprietary fund. Instead, when it did select a proprietary fund, it was one of the top-performing funds presented by Mercer. This is not the process of ...

The Department of Labor’s Employee Benefits Security Administration (EBSA) announced on June 30 that it is removing some interpretive bulletins relevant to administering retirement plans.

As we commemorate this Independence Day holiday, there are, I think, lessons to be learned from that experience that can be applied to our work with retirement plans, particularly those who serve ...

As more defined contribution plan sponsors consider whether to add a lifetime income option, questions arise on whether plans should include annuity payout options as part of their default. A recent ...

The U.S. Senate late Thursday confirmed a key principal in the retirement and tax policy domain, which is that of the Assistant Secretary for Tax Policy at the U.S. Department of Treasury.

The House Education and Workforce Committee on Wednesday approved legislation to limit the use of environmental, social and governance (ESG) factors when making investment decisions for retirement ...