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The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings plans. We bring Case of the Week to you to highlight the most... READ MORE
A recent decision by the nation’s highest court could have implications for the Labor Department’s fiduciary rule. The case itself (Kisor v. Wilkie) didn’t have anything to do with the fiduciary rule, or even the Labor Department. The plaintiff here was James Kisor, a Vietnam War veteran who... READ MORE
Ascensus announced July 9 that David Musto, currently president of the organization, will add chief executive officer (CEO) responsibilities to his role beginning in 2020. Bob Guillocheau, currently chairman and CEO of Ascensus, will continue to serve as chairman. Musto, who has more than 30 years... READ MORE
A recent analysis questions whether Savings Incentive Match Plan for Employees (SIMPLE) IRAs really are as uncomplicated as they are purported to be. In “When SIMPLE Is Not Simple, and Is Expensive,” H.C. Foster & Company suggests that SIMPLE IRAs may not be as simple as one may think. “... READ MORE
Wealth management M&A activity reached a new quarterly high in the second quarter of 2019, and could be on pace for another record year.  ECHELON’s M&A Deal Tracker report shows that there were 52 transactions recorded during the second quarter of 2019, surpassing the previous quarterly... READ MORE
There have been many different solutions put forth over the years to remedy the nation’s retirement ills, but regardless of your perception of the coming crisis (including those who believe such notions are overblown), there is a constant in every estimation of our retirement future.[1] Yes, I’m... READ MORE
New poll results from The Associated Press-NORC Center for Public Affairs Research suggest a major disconnect between when individuals plan to retire – or not retire – and the realities of aging in the workforce. The poll finds that nearly half of U.S. adults say they are not financially prepared... READ MORE
More than 1,500 advisors have already cast their vote – so, who’s in the lead? Only plan advisors know how important their local DC wholesaler can be in growing, building and managing their practice. Here’s your chance to tell them how much you appreciate their efforts. We call them “Wingmen”... READ MORE
Having been named in at least three separate suits regarding its FundsNetwork platform structure, Fidelity has filed a response. The suits have been brought by participants in various 401(k) plans served by Fidelity (including the Publicis Benefits Connection 401(k) Retirement Savings Plan, the... READ MORE
Baseball season is in full swing (get it?) – in fact, this week, the 90th Major League Baseball All-Star game will be played. A reader has asked for some help in identifying the best movie about the national pastime – so, batter(s) up! It will be the sixth time that the Cleveland Indians have... READ MORE