How has the IRS changed the required amendments (RA) list for qualified plans and 403(b)s for 2025? Notice 2025-60 tells us.

The IRS says payment of health benefits from a pension plan's 401(h) accounts for annuitized retirees does not violate the Internal Revenue Code, nor jeopardize its tax-qualified status, but the ...

The U.S. Court of Appeals for the Fifth Circuit has given a green light to the DOL’s motion to withdraw its appeal of a court challenge(s) to the so-called fiduciary rule issued during the Biden ...

On Dec. 2, the Treasury Department said it plans to issue proposed regulations on Trump accounts. A website for Trump accounts is now live, and additional information on how to sign up will be ...

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 ...

A new report suggests that business models may need to be adapted in order for retirement plan professionals to be prepared for the ever-expanding multigenerational “Great Wealth Transfer” set to ...

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

Pooled employer plan (PEP) solutions have just expanded as a New York-based fintech firm has begun offering a next-generation PEP designed to make it easier for businesses of all sizes to offer ...

The Treasury Department has announced that it plans to issue guidance saying that undocumented immigrants are ineligible to receive the Saver’s Match, as well as certain other tax credits. Saver’s ...

The threat of litigation against plan fiduciaries is having a detrimental effect on retirement plan innovation, witnesses told a House subcommittee in testimony at a Dec. 2 hearing.

Turns out, it was a little of both. Analyses about private-sector pension plans’ performance in November are mixed. Some show slight progress, others show slight regression. But the common denominator ...

Advance your career in the retirement industry with ASPPA's credential programs. From the Qualified 401 (k) Specialist (QKS) to the Certified Pension Consultant (CPC), our comprehensive education and ...