Despite numerous reports over the years of escalating health care costs, many Americans say they have never considered the costs of health care in retirement.

Most Americans report trusting humans significantly more than AI alone to perform a wide array of financial planning strategies, but many also prefer working with advisors who understand how to use AI ...

Maverick launched in 2022, it wasn’t just a nostalgic sequel, it became a global sensation, leaving an unforgettable audience experience. But behind the scenes lies a lesson that speaks directly to ...

Responding to a call from a financial advisor in Washington, the ERISA consultants at the Retirement Learning Center (RLC) address the differences between 457(b) and 457(f) plans for a tax-exempt ...

As we know, early cash-outs from defined contribution plans come with a 10% tax penalty, and far more often than not, represent a sub-optimal savings strategy.

Optimism tempered with a dose of uncertainty sums up the attitude of a substantial number of retirement savers. At least that’s according to a recent analysis of thousands of plan participants.

The Department of Labor (DOL) proposed to rescind a regulatory safe harbor on July 1 for being “unnecessary.” However, the safe harbor is highly valued by lifetime income providers and sponsors.

A casino in Vegas may not have a clock, but the Nevada Employee Savings Trust (NEST) certainly does — and it’s about to chime for employers in the Silver State that do not offer a retirement plan.

The retirement world has been anxiously awaiting (some with trepidation) for the presumed expansion of access to private market and crypto investments by defined contribution plans.

According to Voya, a solid majority of plan participants told them that they considered themselves somewhat or very prepared for retirement. More specifically, 70% said they were prepared; 55% said ...

A(nother) federal judge has dismissed a(nother) suit filed alleging a fiduciary breach regarding the use of plan forfeitures to offset employer contributions – for the moment.

Non-compete agreements are widely used in the financial services industry and this legal battle is of keen interest for employers that use non-competes or are interested in hiring employees subject to ...