Plan sponsors have a choice in the cashout policy they adopt. Currently, a quarter of all respondents allow participants to ...

Innovative and forward-thinking practices are key to increasing participation in retirement plans and expanding retirement plan coverage, experts suggest.

The Retirement Security Rule is all but certain to be abandoned by a Trump-Vance administration. DOL funding bills originating from the Republican-controlled House have called for it to be defunded ...

Scott continued that access to retirement plan coverage through employer-sponsored plans is higher than participation in them. Crane indicated agreement, remarking that it’s “great that we’re talking ...

Mayo says that an employee must have a choice to make their catch-up contributions on a Roth or traditional basis if they earn less than $145,000 and this has been the IRS’s position. “I believe this ...

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) ...

The PBGC has updated information helpful to those who look to it for income security and assistance in meeting pension obligations. This comes in the form of new present maximum guarantee values for ...

Learners will be equipped with the information necessary to interpret and enforce standard requirements of cash balance plans. By the end of the program, employees will be able to work in conjunction ...

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 scholarship application period for 2024 will open on July 1 and close on September 16, 2024. The scholarship covers the costs for the exams and related required reading materials, exam re-takes ...

Will defined contribution plans created before the SECURE 2.0 Act was enacted have to implement automatic features if they join a multiple employer plan (MEP)? The IRS has yet to provide clarification ...

Republican control of the Executive Branch, as well as both chambers of Congress, could have significant ramifications for retirement and tax policy issues, but a few questions do still remain. As of ...