FUSE surveyed advisors with 10 or more DC plan clients and found that 59% expect SECURE 2.0 provisions to increase their revenues by 1% to 10% by the end of 2025. Only 9% of specialist plan advisors ...

Without proper coverage, a plan may lose its qualification status. Let’s examine this important test by covering the concepts, its role in the lineup of nondiscrimination testing, and the operation ...

The American Society of Pension Professionals & Actuaries (ASPPA) - along with ASEA, NAPA, NTSA, and PSCA - comprise the American Retirement Association, the premier national organization for ...

This targeted training enhances understanding of 401(k) plan setup, maintenance, and compliance, focusing on effective client engagement. Earning the QKS Credential showcases your knowledge in 401(k) ...

The curriculum provides thorough training in 401(k) plan management and plan compliance and testing. Earning the QKA ® credential proves that you have met the national standard for all professionals ...

The QPA credential program provides the essential technical knowledge required to administer defined benefit (DB) plans and work effectively with clients who offer them. The curriculum covers various ...

Who decides when money can come out of a retirement plan? When can the participant take money out? How much is available for distribution? What payment types are available? What is the amount subject ...

The Certified Pension Consultant (CPC) credential prepares professionals for leadership roles in retirement plan administration, covering compliance, relationship management, and plan documents. It ...

The Defined Contribution Institutional Investment Association (DCIIA) published a report that outlines what fiduciaries should consider when constructing a plan investment menu. DCIIA outlined a three ...

Daniel Aronowitz has been officially nominated by the White House to become next Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA). He is the President of Euclid ...