Transamerica has unveiled a new digital experience designed to help retirement plan participants move savings from other retirement accounts into Transamerica …faster (and better).

Noting that “Plaintiffs have not alleged facts plausibly showing that their proffered indices and target-date funds are meaningful benchmarks for the 3M target-date funds,” a federal judge has ...

In response to a recent call from a financial advisor in Massachusetts, the ERISA consultants at the Retirement Learning Center (RLC) address whether an individual can roll their traditional IRA into ...

Eight former Labor Department officials are calling on lawmakers to reject legislation designed to limit the recent tsunami of ERISA litigation.

Alternatives in DC plans are moving from theory to execution faster than conventional wisdom suggests. The mistake isn’t caution. It’s assuming tomorrow will look like today.

Once again, we are proud to announce our list of 2026 NAPA Top DC Advisor Teams with assets under advisement over $100 million! Read on to find out if your team (and who else) made it.

Members of the House Committee on Education & Workforce advanced the ERISA Litigation Reform Act to the full House of Representatives by a party-line vote.

Nearly half of Americans say that the financial situations of close friends or family have much or very much affected their views on personal finances, either positively or negatively.

The Biden administration finalized the Retirement Security Rule, a new fiduciary rule, in April 2024. The focus of that rule was to extend ERISA fiduciary duties to one-time professional retirement ...

Our new membership platform is now available for use. To get started with the new system, you will need to reset your password. Please click the "Password Reset" link below to get started. The wait is ...

After years of anticipation, the Department of Labor’s latest attempt to expand the definition of fiduciary investment advice is now dead.

The bottom line is that if you don’t have a class certified by the court, you don’t have a class action suit. So, ...