The IRS and retirement plans interact in a variety of ways, and in its just-released 2024 Data Book, the IRS reports on activities in which it provided assistance to retirement plans as well as ...

Through this new feature, now when you visit our news pages, you can tailor the topics you want to see most and customize your news feed to match your interests. Whether you're focused on legislation, ...

“We need to do everything we can to get the smallest of employers to offer retirement plans to their workers,” stated American Retirement Association CEO Brian Graff. “By increasing the minimum ...

The Department of Labor’s Employee Benefits Security Administration on May 28 announced that it has rescinded a 2022 compliance notification that previously discouraged fiduciaries from including ...

It’s a way to ensure its staff is properly onboarded with the appropriate training and expertise, and that they have access to the right tools to create long-term success within the company.

In the case of a $100,000 rollover check, a two-week absence from the market during an upturn could cost $37,512 in lost ...

The best way to describe what a TPA does, said Hooker, is that they are “equivalent to being the CPA for the retirement plan,” adding that TPAs are focused on designing a plan around a plan sponsor.

Bipartisan legislation to establish an automatic reenrollment safe harbor has been reintroduced by two key members of the Senate Health, Education, Labor and Pensions (HELP) Committee in a bid to help ...

In Alabama, literacy refers to more than the ability to read and write — it also encompasses finances. Alabama requires high school students to participate in its Career Preparedness curriculum, and ...

On May 22, the House of Representatives narrowly passed the “One Big Beautiful Bill Act” — legislation that would extend the expiring provisions of the Tax Cuts and Jobs Act (TCJA) and provide ...

A majority of plan sponsors like the idea of an employee choice program through which part — or all — of an employer’s typical retirement plan contribution can be allocated to a benefit plan a ...