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The unified regulatory agenda that was briefly published last week that included DOL plans was a draft version that was published by accident, explained a spokesperson for the Office of Management and ...
Some aspects of plan administration never lose their relevance, and one of them is the security of a retirement plan and participants’ accounts. EBSA offers some concrete tips and best practices for ...
According to the motion, filed with the U.S. Court of Appeals for the Fifth Circuit by the Department of Justice, the DOL is requesting an additional 60 days, “to and including October 14, 2025.” The ...
The Pew Charitable Trusts recently noted a “major new milestone to celebrate” for private sector workers in state-sponsored plans. More than a million private sector employees have saved over $2 ...
In a single line that caught many by surprise, lifetime income strategies were also included in President Trump’s recent executive order (EO) on private securities in defined contribution (DC) plans.
Pensions may be user-friendly for participants, but for plan sponsors it’s another matter. Industry experts recently offered their perspectives on handling unfunded and withdrawal liabilities, which ...
The DOL briefly published its Spring 2025 agenda, but then took it down on Aug. 15. It contained updates on plan reporting for retirement savings lost and found, Interpretive Bulletin (IB) 95-1, ...
Rob Richter, a retirement education counsel at the American Retirement Association (ARA), says that the liquidity rules for QDIAs might be “the biggest hurdle” for the inclusion of private assets into ...
There has been a string of positive news lately about retirement savings and adoption of new plans — but a new research paper gave me pause. That paper, intriguingly titled “How Do Tax Incentives ...
A university professor recently reached out to us at the Plan Sponsor Council of America (PSCA) seeking information on use of ...
President Franklin D. Roosevelt signed the Social Security Act into law on Aug. 14, 1935, setting in motion one of the most enduring retirement saving vehicles in our history. The storied program is a ...
The American Society of Pension Professionals & Actuaries (ASPPA) has announced that it will discontinue its long-running partnership with the Centre for Fiduciary Excellence (CEFEX).
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