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 ...

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 ...

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 ...

The belief in the Social Security system the NIRS found may be robust, but that doesn’t translate to an across-the-board expectation that it will generate the intended benefits. The NIRS found that ...

Eligible Gen Z and Millennial savers could see a double-digit increase to their retirement wealth from the Saver's Match under certain scenarios, according to new research. And single women and ...

“There’s a little bit going on here in [Washington] D.C.,” American Retirement Association CEO Brian Graff quipped at the outset of the latest episode of D.C. Pension Geeks. “We have a great guest to ...

A “new” entrant to the forfeiture reallocation suit “suite” — and a decision in favor of fiduciary defendants — Nevin & Fred review the latest developments.

One-participant plans and foreign plans use the Form 5500-EZ, Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan, to report concerning the most ...

Much of the country, from the Canadian border to Florida, may have been engulfed in snow in January — but that cold did not include private-sector pension plans. In fact, in January, private pension ...