Recent legislative activity modernizes trust administration and provides opportunities for planning.

Opt-out election was irrelevant, according to the IRS.

While investors believe they will need an average of $1.7 million for retirement, a new survey from Schwab Retirement Plan Services suggests employee investments may not be addressing that need.

HSA assets continue to grow, with Denevir estimating they will top $75 billion by 2020.

TDFs dominate, but is there a way to have the best of all worlds?

Impact investors have deployed $502 billion but it's only just scratching the surface of the world's problems.