Retirement Regulation

The DOL has removed or updated multiple existing provisions related to the audits.

"Tens of billions of dollars of benefits are going unused every year" because seniors don't know about them.

Seniors who until recently successfully managed limited budgets are growing more anxious and distressed.

At question is exactly what these "sustainable" funds mean and whether investors really believe the designation.

Some of my clients have been completely devastated by frauds committed by precious metals brokers. Others have just lost a lot of money.

Employers now have until the end of 2025 to make most changes to their 401(k)s.

The program gives employers an additional chance to identify operational errors and self-correct them after the plan has been targeted for audit.

Here's a look at which groups and politicians come out on top and who takes a hit from the landmark bill, which now moves to the House.