According to Cerulli’s survey of defined contribution investment-only (DCIO) asset managers, 16% anticipate that AI's impact on legal document summaries will be “significantly positive,” with 23% ...

Inertia is a powerful force regarding behavioral finance and automatic enrollment, it has long been noted — but it may have limits, according to a new study. Coverage of the report — titled “Smaller ...

It could take a year or longer to fully implement the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), says the Social Security Administration (SSA). The SSA has ...

Bills before the legislatures of two states would create a defined contribution plan for new state employees, as well as expand the retirement plan options from which their public employees may choose ...

Need an extension for filing the Form 5500? That’s what the Form 5558 is for — and now it can be filed electronically. The IRS has released the 2025 Form 5558 to be used to request an extension in ...

The Department of Labor’s Employee Benefits Security Administration (EBSA) could face a fiscal cliff in March — which could spell a significant cutback in services and enforcement. In March, funding ...

As I conclude my term as ASEA President, I want to express my gratitude for the opportunity to serve in this capacity. And to provide insight into the future direction of ASEA, I sat down with ...

Could plan fiduciaries violate their duty of loyalty to plan participants despite a prudent process? A recent federal judge says yes — Nevin (Adams) & Fred (Reish) discuss. Participant-plaintiff (and ...