Two options. Effective Jan. 1, 2025, the Form 5558 can be filed electronically through EFAST2 or it can be filed on paper and mailed to: Department of the Treasury, Internal Revenue Service Center, ...

It could take a year or longer to fully implement the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), says the Social Security Administration (SSA). The SSA has ...

In March, funding EBSA received to implement the No Surprises Act will run out. Lisa Gomez, the former head of EBSA, says “work attributable to 120 people will be lost, either by it not being done, or ...

As I conclude my term as ASEA President, I want to express my gratitude for the opportunity to serve in this capacity. And to provide insight into the future direction of ASEA, I sat down with ...

Bills before the legislatures of two states would create a defined contribution plan for new state employees, as well as expand the retirement plan options from which their public employees may choose ...

The White House on Jan. 29 rescinded the OMB memo concerning the sweeping federal funding freeze announced just two days before. It is possible that the PBGC's Special Financial Assistance Program ...

Benefit plans, participants, and beneficiaries received more than $1 billion due to recoveries the Department of Labor’s Employee Benefits Security Administration (EBSA) made in fiscal year 2024.

Hope you all had a wonderful holiday season and 2025 is starting out great! New Year’s falling mid-week had my clients on full blast ready to go the following Monday. I give my quarterly thanks to ...

This article examines selecting the applicable month that determines the segment rates utilized in actuarial valuations to value 404 (o) funding targets and target normal costs. The insights presented ...

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 ...