In response to a recent call from a financial advisor in Kansas, the ERISA consultants at the Retirement Learning Center (RLC) address a common question regarding SEP contributions.

The proposal outlines a “non-exhaustive list of six factors for a plan fiduciary to objectively, thoroughly, and analytically consider” when selecting plan investments.

Retirement income “serves as a reliable economic driver” and should be more widely available to the state’s public employees.

Financial technology company IRALOGIX recently released its Retirement Readiness Index for 2025. The national benchmark found an Elevated Risk for the country, which, in practical terms, means ...

Process, not politics, should guide 401(k) investments. By providing vital asset-neutral, process-driven clarity to 401(k) investment selection, the proposed rule will help America’s retirement plan ...

It's less about mastering retirement math and more about overcoming inertia, the real barrier to successful retirement outcomes.

Dan Aronowitz, Assistant Secretary for the Employee Benefits Security Administration, made his first remarks about the Department of Labor’s release of its proposed Fiduciary Duties in Selecting ...

A new report suggests that small business owners broadly support state-run IRA programs — with the strongest backing among newer firms. Or at least they did.

The U.S. Department of Labor released its long-awaited proposed rule — Fiduciary Duties in Selecting Designated Investment Alternatives (the “Investment Selection Rule”).

The plaintiffs may have been poorly chosen to represent a class action regarding fund selections, but their allegations of a fiduciary breach in forfeiture reallocation didn’t fare much better.

Trump accounts, created in July 2025, are a new tax-advantaged account for children. Investors saving for college should know how they compare to 529 accounts.

The White House released its review of a proposed rule by the Department of Labor late Tuesday that would clarify its position on a fiduciary process for all plan investments, including highly ...