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 ...
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.
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.
An excessive fee suit has been dismissed in federal court for “failure to state a claim.” ...
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 ...
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 ...
The IRS has issued its annual inflation adjustments for several tax items. The adjustments apply for 2025 and will be reflected on returns filed in 2026.
To tackle current workforce and organizational issues, it's essential to move beyond conventional approaches. Many employers are turning to Pooled Employer Plans (PEP) to solve the challenges of the ...
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 … ...
To adapt its oversight responsibilities in a quickly changing landscape, the SEC announced that its 2025 examinations will prioritize perennial and emerging risks, such as fiduciary duty, standards of ...