A variety of nonprofit organizations have called on top leaders from both chambers of Congress in support of legislation that would allow plan sponsors of 403(b)s to include collective investment ...

Missing participants are likely to evoke frustration among plan sponsors — driven by a caseload of missing or unresponsive participants that defy resolution. As an administrator of IRAs, a 401(k)-plan ...

Access ASPPA’s on-demand webcasts to earn continuing education credits and stay updated with the latest industry insights. Available for a year after their original air date, these webcasts provide ...

The HSA catch-up contribution increase is a strong nudge for participants to contribute more, including those who were previously constrained by the HSA contribution limit. So says a new study ...

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 ...

So it seems that now there’s a “new” retirement crisis to fret about — and it involves so-called “junk” IRAs. You may have seen the recent Wall Street Journal’s headline that proclaimed “Forgotten 401 ...

The option of investing in a collective investment trust (CIT) may be one step closer for 403(b)s with the introduction of a bill in the House of Representatives that would make that possible.

Should automatic enrollment be mandatory for all retirement plans? While SECURE 2.0 now requires automatic enrollment for new retirement plans, I recently asked a question to spark discussion on ...

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 ...

Below is a table providing descriptions and effective dates for the key provisions contained in the SECURE 2.0 Act of 2022, which was enacted Dec. 29, 2022, as part of the Consolidated Appropriations ...

Data from a recent survey show that most plans have different approaches to age eligibility, but smaller plans tend to favor a minimum eligibility age of 21 while larger plans prefer age 18 or have no ...

The QKC program focuses on complex 401(k) topics, training seasoned staff to administer advanced plans. It covers the skills you’ll need to amplify client satisfaction (including the plan sponsors and ...