On March 30, the Department of Labor proposed its long-awaited Investment Selection Rule, which outlines a “non-exhaustive list of six factors for a plan fiduciary to objectively, thoroughly, and ...
More than 4 million children have been signed up for Trump Accounts — and the program isn’t even fully functional yet.
Florida’s population is exploding, which spells more future retirees. Are they preparing for retirement? A task force will look into that if legislation before the state legislature is enacted.
Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA) Dan Aronowitz on March 30 made his first remarks about the Department of Labor’s (DOL) release of its proposed ...
Retirement income should be more widely available to the state’s public employees, and they should avail themselves of financial education as well, says the Colorado Senate.
The U.S. Department of Labor on March 30 released its long-awaited proposed rule — Fiduciary Duties in Selecting Designated Investment Alternatives (the Investment Selection Rule).
When the couple who formed a household that has benefited from PBGC protection divorce, that revenue becomes part of the assets that must be considered. The PBGC has issued a guide about dividing the ...
The White House on March 24 released the OMB review of a proposed rule by the Department of Labor that would clarify its position on alternative assets and the appropriate fiduciary process.
The real lesson of March Madness — and retirement — isn’t about picking winners. It’s about surviving uncertainty.
The Utah Retirement Plan Exchange is no longer a proposal. On March 24, Gov. Spencer Cox (R) signed the measure that creates the program into law.
Like a glacier slowly advancing as winter on the North Slope progresses, the bill that would create a state-run auto-IRA in Alaska has taken another incremental step forward.
If we want retirement savings to follow the worker, they shouldn’t need a GPS, three passwords, and a tax advisor to get there. “Leakage of small accounts… this was supposed to be fixed… right?” I ...
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