We are almost halfway through 2025, and I think it’s worth taking a moment to reflect and reset. What’s our North Star as an industry? What should our guiding principle be as we forge ahead?

Small to mid-sized 401(k) plan service provider July Business Services acquired Employee Incentive Plans (EIP), the firm announced Tuesday, marking JULY’s seventh acquisition in the past two years.

Responding to a recent call from a financial advisor in Illinois, the ERISA consultants at the Retirement Learning Center (RLC) address a question on sole proprietors and prohibited transactions.

Social Security’s future prospects have long been a topic of discussion — and concern. Analyses attribute the challenges facing the storied program to a variety of factors; a recent paper by the ...

Another federal judge has rebuffed the “novel theory” behind the expanding series of forfeiture reallocation suits.

A survey from the Employee Benefit Research Institute (EBRI) shows that most health savings account (HSA) participants use their HSA to cover immediate and near-term health expenses, rather than for ...

Encourage and facilitate client participation in PSCA’s annual survey, and you will both receive invaluable plan benchmarking data (for free) while contributing data that helps shape the industry's ...

A study published in the National Bureau of Economic Research found that knowledge of annuities, as opposed to general financial literacy, and the physical health of their client were important ...

In another win for retirement savers, the draft tax portion of the Senate’s One Big Beautiful Bill Act (OBBB) released late Monday by Senate Finance Committee Chairman Mike Crapo (R-Idaho) does not ...

Some call them “lies” — but in this episode, Nevin (Adams) and Fred (Reish) highlight some of the most common — and occasionally confusing — misunderstandings about retirement plan responsibilities.

Goldman Sachs Asset Management’s (GSAM) annual annuity industry survey finds that U.S. insurance carriers are accelerating their shift toward retirement income solutions and platform innovation as ...

Pension risk transfers (PRT) are occurring at a brisk pace, albeit at a slower pace than last year, but still one that is beyond that of 2023. This reflects a variety of developments, and in a recent ...