Daily use of artificial intelligence (AI) tools among financial advisors has doubled in the past year, but there’s a persistent hesitancy about applying it to work.

"The challenged regulation wrongly sought to impose ERISA fiduciary status on securities brokers and insurance agents when there was not a relationship of trust and confidence," according to the Labor ...

A forfeiture reallocation suit — which acknowledged that the plan document permitted a choice between offsetting employer contributions or administrative expenses — has been dismissed six months after ...

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

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 ...

On March 12, Judge Jeremy D. Kernodle in the US District Court for the Eastern District of Texas approved a motion to vacate the Retirement Security Rule – what does that mean for retirement security?

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

While there are elements of uncertainty, a new survey finds that 72% of American workers expect to retire on their own terms.

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.

Once again, we are proud to announce our list of the 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.

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