A new excessive fee suit targets not only decisions on forfeiture reallocation, but also a decision to invest in “structurally opaque” collective investment trust target-date fund series.

A federal judge has rejected an attempt by the law firm of Schlichter Bogard LLC to subpoena committee meeting data from plan sponsor clients of TIAA.

The Securities and Exchange Commission (SEC) proposed changes to regular reporting requirements for investment companies, including mutual funds. The SEC also postponed the implementation date for the ...

The IRS is extending the applicability date of the proposed required minimum distribution (RMD) regulations until the distribution calendar year that begins no earlier than six months after final regs ...

The parties in a forfeiture reallocation suit have proposed a (very) large — and somewhat complicated — settlement.

In response to a call from a financial advisor in Pennsylvania, the ERISA consultants at the Retirement Learning Center (RLC) address what the tax benefits are for a qualified charitable distribution ...

Nearly five years in the “making,” and on the eve of a rare jury trial in ERISA litigation, the parties in a 401(k) excessive fee suit have come to terms.

It’s been said “if at first you don’t succeed, try, try again” — and that’s just what the plaintiffs in a forfeiture reallocation suit are doing.

In response to a Treasury Department Request for Comments concerning regulatory guidance for Trump Accounts, several industry groups offered feedback on various topics, including employer ...

Did you hear about the one that claimed an “average” American worker has less than $1,000 saved for retirement?

If we want retirement savings to follow the worker, they shouldn’t need a GPS, three passwords, and a tax advisor to get there.

On Feb. 3, Nevin (Adams) and Fred (Reish) met with a very special group of third-party administrators. Recorded live at the SoFi Center (home of TGL, Tomorrow’s Golf League), the podcasting pair dealt ...