"Whatever we decide, someone's going to be potentially unfairly treated," Justice Sonia Sotomayor said during oral arguments Wednesday.
An aging workforce and stubborn inflation will have plan sponsors focusing on income and emergencies in the coming year.
The mutual fund titan harmed investors by failing to disclose risks relating to capital gains distributions in its retail target-date retirement funds, according to the SEC.
But many are concerned that they face age discrimination.
Provisions of the Secure 2.0 Act took effect Jan. 1, but regulators only last week proposed rules to govern new automatic enrollment requirements for 401(k)s and other plans, as well as new quirks for catch-up contributions.
The extended collaboration, which includes insurtech provider Fiduciary Exchange, will give new annuity options for RIAs to address investors' evolving needs in retirement.
With small 401(k)s launching at a fast rate across the country, the company sees a lot of business potential, particularly through financial advisors.
FP Alpha and Morningstar provide fresh options to boost productivity.
Plaintiffs successfully sued American Airlines over an asset manager's ESG considerations in the proxy-voting process, and that could get the plaintiffs' bar quite interested in filing similar claims against 401(k) sponsors.
What should have been a strong start to 2025 for municipal bonds is now in question amid growing odds that the Federal Reserve will hold fire on interest rate cuts.
The federal tax agency announced various extensions, credits, and exclusions, including potential penalty-free distributions from retirement plans and IRAs.
The presiding judge found the airline breached its fiduciary duty under federal law by prioritizing non-financial considerations in its employee retirement plan.
Analysis warns proposed $20,000 deduction for married couples would only add to projected $3.9 trillion revenue loss, among other consequences.
Cross-currents from inflation, the stock market, and demand for protected growth are converging into a mixed picture, says Limra.
The fintech provider's new collaboration will help the $166 billion RIA's advisors holistically manage more of their clients' wealth.
Citi Wealth unveils new role for fiduciary investment just as JPMorgan's asset management arm welcomes experts to boost retirement business.
Private equity is illiquid, hard to value, and expensive. Yet it could be useful within target-date funds, and the industry may be lobbying the Trump administration to get into the 401(k) market meaningfully.
The Atlanta-based firm is raising its appeal to the affluent with a newly created position within its family office and ultra-high-net-worth division.
Financial advisors are still battling inflation in client accounts despite the Fed's best efforts.
The outgoing president has signed into law the bill aimed at eliminating reductions to Social Security benefits for millions of public-sector workers and beneficiaries.
