Amid ongoing debt, inflation and other financial pressures, Americans' financial confidence has held steady heading into the new year, according to New York Life’s 2025 New Year Outlook Wealth Watch ...

Responding to a recent call from a financial advisor in Michigan, the ERISA consultants at the Retirement Learning Center (RLC) address a common question on Qualified Birth and Adoption Distributions ...

And so she did — by phone calls, texts, and an astounding amount of “snail mail” — she found ways to reach out, to support and encourage what turned out to be an incredible network of friends, family, ...

President Joe Biden signed the Social Security Fairness Act on Sunday, repealing both the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

After first revealing the deal last fall, Voya Financial announced late last week that it has completed its acquisition of OneAmerica Financial’s full-service retirement plan business.

Welcome, Gen Beta! The newest generational addition to the Greek alphabet, born between 2025 and 2039, will be the first to be completely steeped in artificial intelligence (AI).

One of the most powerful committees in Congress, which will be charged with developing much of President-elect Trump’s tax and economic agenda over the coming months, will have nearly a quarter of its ...

Another national employer has been sued for its decision to transfer its pension obligations to an insurance company — but a different one than had been challenged in suits thus far.

President-elect Trump has turned to an influential and long-time tax lobbyist in Washington, D.C. to serve as the head of tax policy in the U.S. Treasury Department.

Well, here we are again at the end of yet another workweek . . . and the beginning of a New Year . . . and yet, just look at what has happened to these guys and gals . . .

While President Biden is expected to sign legislation passed by Congress repealing the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), not everyone is happy with the move ...

With the “Great Wealth Transfer” in full swing, a new report suggests that financial advisors will need to adapt their business models to be prepared for the ever-expanding multigenerational wealth ...