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: ...

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 ...

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 ...

They’re here! The IRS just announced new contribution and benefit limits for 2025 for 40(k)s, IRAs, 403(b)s, 457s and more.

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 ...

Supercharge your prospecting game by integrating these technologies into your practice. You’ll be better informed, more confident, and the one offering the best value proposition.

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.

The National Association of Plan Advisors (NAPA) is pleased to announce its inaugural list of top social media influencers, the newest accolade celebrating those retirement professionals who are doing ...

The ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement ...

A motion to dismiss a suit regarding forfeiture reallocation calls it “a novel and untenable theory that clashes with ‘over 38 years of settled rules regarding defined contribution plans’ as governed ...