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.

These issues can be managed while clients maintain a competitive edge, but they may also lead to major headaches if left unchecked.

There’s been a string of positive news of late about retirement savings and new plan adoption — but a new research paper gave me pause.

We’ve received thousands of votes over 30 days, and now the deadline to make your voice heard is fast approaching — July 31.

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 ...

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 ...

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 ...

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 ...

The pace of suits alleging a fiduciary breach in disposition of forfeitures continues — with a new twist. The pace of suits alleging a fiduciary breach in disposition of forfeitures continues — with a ...

The Senate Committee on Health, Education, Labor and Pensions (HELP) held a hearing Thursday in which they discussed legislation to increase the prevalence of employee-stock ownership plans (ESOP).

Graff emphasized to the National Association of Plan Advisors’ (NAPA) delegates gathered from around the country that retirement and retirement planning is a bipartisan issue, something that must ...

The Employee Benefits Security Administration (EBSA) wrote a letter to Thomson Hine, an ERISA law firm representing Citigroup inc. concerning its Racial Equity Program. The letter stated that Citi’s ...