Having already filed four suits alleging fiduciary breaches regarding voluntary benefit programs, Schlichter Bogard has filed another — and they’re not the first firm to do so. This time they’re ...

The Treasury Department announced Monday that The Bank of New York Mellon Corporation (BNY) was selected as the “financial agent” to manage Trump accounts on behalf of the Department. BNY decided to ...

From the start, this recognition had real impact, both for the individuals recognized and the firms that support them. We created the NAPA Top Women Advisors — now the NAPA Top Women of Excellence — ...

The agenda for the NAPA 401(k) Summit is put together for advisors by advisors — and here’s your chance to weigh in! We’ve teed up a good assortment of potential topics for you to consider and vote on ...

An advisory firm CEO has been charged with embezzling his employees’ retirement contributions and operating Ponzi and mortgage fraud schemes. Embezzlement from an employee benefit plan — maximum five ...

The Employee Benefit Security Administration (EBSA) announced Thursday that its enforcement efforts would focus on cybersecurity, mental health and substance abuse benefits, benefit distributions, ...

After the House of Representatives approved the measure in mid-September by an overwhelming vote of 401-14, President Trump on Oct. 15 signed the Retire Through Ownership Act (S. 2403) into law, ...

Three former HP employees have sued the company and its plan fiduciaries, alleging that the retention of two underperforming investment options cost participants in its $10.85 billion 401(k) plan more ...

A collective investment trust provider sued by the Labor Department is pushing back — arguing that the agency’s case rests on an unsupported legal theory and overlooks evidence contradicting its ...

Leading Democrats on the House Education and Workforce Committee have written to the head of the Department of Labor’s Employee Benefits Security Administration (EBSA) demanding answers about the ...

The ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement ...