Pooled employer plans (PEPs) have their genesis in the SECURE Act enacted in 2019. That’s not a long time, but in just three years, they accounted for billions in assets and covered thousands of ...

The National Bureau of Economic Research (NBER) recently announced that it would be shuttering the organization’s Retirement and Disability Research Center (RDRC). The final issue of Bulletin on ...

Well, here we are again at the end of yet another workweek …and yet, just look at what has happened to these guys and ...

Responding to a recent call from a financial advisor in Nevada, the ERISA consultants at the Retirement Learning Center (RLC) address whether it’s possible to combine a 403(b) plan with a 401(k) plan.

Another 401(k) plan has been charged with a fiduciary breach quadfecta; excessive recordkeeping fees, expensive managed account charges, a poor performing stable value option — and offsetting employer ...

The Department of Labor announced on July 28 that it wants public input on how to help smaller employers choose a pooled employer plan (PEP). It also provided some guidance for small employers ...

The Acting Assistant Secretary of Labor for the Employee Benefits Security Administration in a July 28 blog post explained the reasoning behind the DOL’s guidance on pooled employer plans (PEPs) and ...

Three retirement plan industry and academic heavy hitters are out with a new paper that finds retirement investors' allocation preferences and accumulated savings become more diverse with age.

Yes, you are reading it right. It’s another article about AI, but with a combination of competitive opportunities and risk management considerations for your clients.

Rollovers from defined contribution (DC) plans remain the dominant source of funding for individual retirement accounts (IRAs), accounting for nearly all (97%) traditional IRA inflows in 2022, and the ...

Addressing immediate priorities and anticipating needs are at the heart of what a retirement plan professional does to serve clients, their plans, and their participants. Some recent analyses offer ...

Matt Hutcheson — convicted on 17 counts of wire fraud involving more than $5 million of retirement plan assets in 2013 — managed to get that 17-year sentence commuted, only to find he owed taxes — and ...