The ERISA consultants at the Retirement Learning Center (RLC) address a question on whether a client who wants to take an in-service distribution from his 401(k) and roll it to an IRA should roll the ...

The IRS has issued the covered compensation tables that will be effective Jan. 1, 2025. The new data is contained in Revenue Ruling 2025-2.

The financial services industry is facing a critical challenge: a talent shortage. As the average age of financial advisors has reached 57, firms must urgently focus on attracting and training young ...

The U.S. Department of Labor (DOL) recently announced the appointment of five new members and leadership for the 2025 Advisory Council on Employee Welfare and Pension Benefit Plans — perhaps better ...

Users of the database should be patient if they are unable to find specific information as the DOL is still building it out and it will take some time before it is complete, despite being launched.

The passage of the Social Security Fairness Act would mean Social Security beneficiaries affected by the WEP and/or GPO will receive benefits that are no longer reduced and on top of that, are ...

It’s that time of year—when we attempt our best David Letterman impression (James Corden for you kids) and run through the top attention-getting pieces over the past year. We hardly had a slow news ...

Responding to a recent call from a financial advisor in Florida, the ERISA consultants at the Retirement Learning Center (RLC) address a question on cash balance plans and succession planning.

In the spending/saving see-saw, many retirees are confident they’ve saved sufficiently — but a growing number are not so sure, according to recent studies. And that has implications for retirement ...

Legislation to repeal the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) took a big step yesterday towards passage by Congress.

With an eye towards greater security, more Americans intend to focus on financial stability in the coming year than they have in the last decade, according to Allianz Life’s 2025 New Year’s ...

The “generation gap” became a thing in the 1960s. It may not be discussed in exactly that terminology today, but it nonetheless exists — as a look at the retirement readiness of two of the biggest ...