Kelsey Mayo, the Regulatory Affairs Chief at the American Retirement Association, explains that only the Treasury can open a Trump account, “so parents can’t just go to the local bank branch” to open ...

In “The State of Lifetime Income Report,” Matt Gray, Vice President, Employer Markets, and Meghan Farrell, Senior Manager, DC Insights, both for Allianz Life Insurance Company of North America, write ...

You might recall that almost exactly two years ago U. S. Magistrate Judge Rebecca Rutherford submitted a 75-page “findings, conclusions, and recommendations” in response to a suit filed in February ...

The deadline for filing the Form 5500 Series for 2024 calendar-year plans is fast approaching. Employers and plan sponsors with a calendar-year plan must submit the form for reporting about the 2024 ...

There have been some good headlines about 401 Those headlines — reporting on Fidelity’s Building Financial Futures: Q1 2025 report — noted that savings rates hit a record high in Q1, driven by a ...

The Department of Labor has weighed in on an issue that has currently targeted more than 50 retirement plans, noting in an amicus (friend of the court) brief that “…the Secretary has an interest in ...

Don’t miss your chance to participate in the Plan Sponsor Council of America’s (PSCA) 68th Annual Survey of 401 (k) Plans! The survey is more than just another data collection effort. It's a valuable ...

Description: Takeovers and plan conversions rarely start with a clean slate—and if you're not prepared, the challenges can escalate quickly. This webcast is your early warning system, helping you ...

The IRS on July 7 updated the list of Cycle 2 403 (b) pre-approved plans. The list of Cycle 2 403 (b) pre-approved plans includes pre-approved plans that were submitted to the IRS for opinion letters ...

Senate Republicans, including Sen. Bill Cassidy (R-La.), who is chair of the Senate Health, Education, Labor and Pensions (HELP) Committee, have introduced bills that would expand independent ...

Pour Some Aggregation On Me – Coverage and Nondiscrimination of Related DC Plans Strengthen your approach to related plan testing with guidance on disaggregation, aggregation, transition rules, and ...

“I have always been a guy that likes to break down change and help people through it,” Dan Chuparkoff said when speaking of artificial intelligence (AI) and its increasing role in almost every area of ...