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 ...
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.
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 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.
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 ...
Gaul will report to ARA Chief Learning Officer Karen Barley, replacing Bob Kaplan, who retired at the end of last year after 8.5 years in the position.
The Labor Department has withdrawn its previous support of plaintiffs in a case concerning the burden of proof involving a university 403(b) plan.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 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 new report claims that Americans lost nearly $1,000 last year due to a lack of financial literacy — and while that was less than the year before, the data seems a little . . . squishy.
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 ...
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.
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