A desire for certainty is driving the demand for defined benefit-like features within retirement plans, one reason for the ongoing interest in guaranteed lifetime income products.

World Investment Advisors, formerly known as the Pensionmark Financial Group, announced the launch of a new open-architecture, multi-custodial investment and portfolio management platform.

Responding to a call from a financial advisor in Georgia, the ERISA consultants at the Retirement Learning Center address a question on the deadline for a sole proprietor to set up and contribute to a ...

Once again, it’s time to announce the list of 2025 Top DC Advisor Multi-Office Firm s— all with more than $1 billion in assets under advisement (and some with A LOT more)!

Year after year, new survey results show that a shockingly large percentage of Americans across generations lack even a basic knowledge of how the Social Security system works and this year is no ...

Another of the recently filed suits alleging an ERISA fiduciary breach in healthcare plan management has been dismissed — for lack of standing.

Could someone please explain to me why the retirement industry keeps publishing ridiculous, uninformed and often ludicrous notions of retirement income needs?

In baseball, it’s three strikes and you’re out — but in ERISA litigation, you apparently can get a fourth chance.

To alleviate some of the pain for victims, Rep. Haley Stevens (D-Mich.) recently introduced legislation to waive early withdrawal penalties from retirement account distributions that are the result of ...

After conducting a successful beta rollout last fall, the Atlanta-based firm announced the full national launch of Impact Studio, an AI-powered platform designed to revolutionize workforce strategy.

BlackRock CEO Larry Fink argued that Social Security is an inferior retirement model compared to Australia’s superannuation ...

The president and CEO of the Employee Benefit Research Institute (EBRI) joins Graff for a fascinating discussion about EBRI's mission, its role in the Washington policy debate, and why the current ...