Retirement industry tech firm Congruent Solutions on Tuesday announced a strategic partnership with LeafHouse Financial Services to automate fund performance and fact sheet integration into defined ...

Visionary leadership, emotional intelligence, and technological fluency” are central traits for the next generation of RIAs, as firms adopt AI, scale with focus and invest in people, according to ...

As a fiduciary analyst, it's helpful to map cryptocurrency investment considerations against best practices in fiduciary ...

The Lincoln, Nebraska-based firm this week announced the successful closing of $3 million in funding as part of its effort to help empower 401(k) plan fiduciaries to select, monitor, and implement ...

Over the past couple of weeks, I’ve enjoyed a series of Instagram posts of parents quizzing their kids about the 1980s.

The IRS on Monday released final regulations reflecting statutory changes made by the SECURE 2.0 Act of 2022, including the requirement that catch-up contributions made by certain catch-up eligible ...

Legislation has been introduced in the House that would direct the Department of Labor (DOL) to issue guidance permitting retirement plan fiduciaries to “transfer unclaimed retirement distributions to ...

Last week the House Appropriations Committee advanced a budget for the Department of Labor (DOL) and the Employee Benefits Security Administration (EBSA) that would result in cuts for both.

Plan sponsors expect their retirement plan advisors to improve participant outcomes, among other essential items. Advisors appear to be delivering.

Professional mobility is ubiquitous, and the younger the employee, the more likely it is. That may result in an interesting, varied career, but is it compatible with today’s retirement saving ...

The suit alleging “multiple breaches of fiduciary duties under the Employee Retirement Income Security Act” has picked up two additional plaintiffs — and a new co-counsel.

The SECURE 2.0 Act requires certain participants to make their catch-up contributions on a Roth basis, but due to administrative complexity, the provision was postponed to 2026. Will the deadline be ...