Investment Instruments

Labor said it has restored ERISA's five-part test for determining who is an investment advice fiduciary.

Larger plans are more likely to report an automatic enrollment feature.

The report found that even with the Inflation Reduction Act's new $2,000 cap on Medicare Part D out-of-pocket prescription drug spending in 2025, retirees may still need substantial savings to cover premiums and other health care costs.

Home care, assisted living and nursing home costs are rising faster than income, leaving many households reliant on savings or family caregivers, AARP research finds.

A whistleblower has accused a former DOGE employee of illegally copying two SSA databases, The Washington Post reported.

Americans have about a year's worth of their current annual income saved in tax-advantaged accounts, SmartAsset reports.