The American Retirement Association (ARA) is calling on Congress to act on legislation that reduces abusive litigation practices that divert resources that could otherwise enhance retirement outcomes, ...

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 ...

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 ...

As someone who regularly speaks on retirement industry topics, I especially enjoy sessions that invite the audience to share their thoughts on issues affecting the industry. Here are some insights ...

Social Security, sometimes referred to as a “third rail,” is a mainstay in many ways — and not just for individuals. An expert panel recently outlined some of them. Social Security benefits more than ...

Some companies allow employees to cash out unused paid time off (PTO). A few allow those amounts to be directed to retirement plan or health savings account (HSA) contributions. What does yours do? At ...

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) ...

A motion withdrawing its appeal of court challenges to the so-called fiduciary rule issued during the Biden administration was filed by the Department of Labor’s (DOL) Employee Benefits Security ...

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 ...

There may be a new take on how we view retirement plan leakage and its effect on retirement savings in light of a recent paper from a collection of Harvard, Yale, and Vanguard researchers. Titled ...

The QPA credential program provides the essential technical knowledge required to administer defined benefit (DB) plans and work effectively with clients who offer them. The curriculum covers various ...

How easy is it for plan sponsors to find what they need? After all, most search through plan documents for plan details at least a few times a year, and one-third do so at least monthly. Plan sponsors ...