Financial wellness, automatic rollovers, and plan terminations are currently a trifecta of important topics to which advisors can add real value. In an increasingly commoditized retirement plan space, ...

In examining the retirement realities and preparations of women workers, the Transamerica Center for Retirement Studies (TCRS) has published a list of 24 facts about women’s retirement outlook.

The Office of Budget and Management (OMB) is expected to receive a proposal Oct. 25 or Oct. 26 that would clarify how shares in employee stock ownership plans (ESOP) are to be valued, according to ...

Multiple industry stakeholders have warned the IRS that Department of Education (DOE) regulations may prevent student loan providers from sharing loan data with retirement plan recordkeepers.

A new study that seeks to provide insight into defined contribution (DC) plan sponsor attitudes finds that plans apparently are leaning toward higher-touch advisory services.

A general session involving Washington heavy hitters that took place the morning of Sept. 22 at the ASPPA Annual Conference in Orlando, Fla., focused on sports metaphors and regulatory priorities at ...

Recent law changes from the SECURE 2.0 Act have provided not only opportunities but also challenges for plan consultants and service providers. At the 2024 ASPPA Annual Conference, the American ...

In competing legal briefs, the two parties to a suit challenging the legitimacy of the so-called ESG rule made their case(s). In their new brief, the “red state” AGs[ii] argued that the court should ...

An excessive fee suit has been dismissed in federal court for “failure to state a claim.” ...

Once upon a time, we talked about retirement as having three legs: Social Security, workplace savings/pensions, and personal savings. But to a number of vocal pundits, the full burden has been put … ...

The CPFA ® /QPFC credential program provides thorough training and emphasizes key learning areas such as fiduciary responsibility, regulatory compliance, and best practices in plan management.

The results of a new survey of pooled retirement plan adopters reinforces the power these shared plans wield in expanding access to retirement savings plans. According to Transamerica’s “Pooled Plan ...