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Fred (Reish) brought their prolific, pugnacious, and provocative perspectives in a live podcast format to the record-breaking NAPA 401(k) Summit.
Following a markup that lasted roughly 17 hours and extended overnight to the early morning of May 14, the House Ways and Means Committee completed the tax portion of the so-called “One, Big, ...
Conflicts of interest in the health benefits space are both widespread and increasingly complex, meaning more fuel for more litigation.
Another multi-billion dollar 401(k) has been charged with a series of breaches of their fiduciary duties under ERISA for their decisions regarding the disposition of plan forfeitures.
"Right now, 87% of companies in the United States with revenues over $100 million are private," Murphy argued. "Until now, 125 million defined-contribution investors have had no access or exposure to ...
Social Security COLA could still change significantly over the coming months, the latest inflation data suggests that it could be the lowest adjustment since 2021.
Responding to a recent call from a financial advisor in South Carolina, the ERISA consultants at the Retirement Learning Center (RLC) address whether allowing contract employees to participate in a ...
The IRS recently issued its annual reminder that preparations to protect against and respond to natural disasters should include protecting financial records — which includes data relevant to ...
Senators Bill Cassidy (R-LA.) and Tim Kaine (D-VA.) have re-introduced the Helping Young Americans Save for Retirement Act. The bill was previously introduced last Congress in November 2023.
The American Ownership and Resilience Act, proposed in both chambers, would create “a zero-subsidy investment facility” to assist the financing of Employee Stock Ownership Plan (ESOP) formation.
The AP reported that shares of the S&P 500 increased in value by 2.7%, the Dow Jones Industrial Average by 2.4% and the Nasdaq composite by 3.7%, in early trading on Monday.
The plaintiffs in an excessive fee case have had their appeal of a district court’s dismissal upheld by a federal appellate court.
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