The Department of Labor is now backing fiduciaries in a case involving criteria for a “meaningful” benchmark, on the same day of its recent amicus briefing supporting plan fiduciaries regarding the ...

A variety of nonprofit organizations have called on top leaders from both chambers of Congress in support of legislation that would allow plan sponsors of 403(b)s to include collective investment ...

Missing participants are likely to evoke frustration among plan sponsors — driven by a caseload of missing or unresponsive participants that defy resolution. As an administrator of IRAs, a 401(k)-plan ...

Legislation that would allow retirement savers to roll over their Roth IRA savings into a Roth account within a workplace retirement plan was reintroduced on Dec. 4. Reps. Darin LaHood (R-Ill) and ...

Are Social Security funds and accounts being administered as they should be? The Office of the Inspector General (OIG) is on it. OIG’s is one of the sets of eyes trained on the Social Security ...

The short answer is yes — but ONLY under certain circumstances. The IRS has ruled that the payment of health benefits from a pension plan's 401(h) accounts for annuitized retirees does not violate ...

Industry leaders and experts convened in San Diego for the recent ASPPA Annual Conference. As always, it was an ideal opportunity to gain and share knowledge, make new connections, and acquire and ...

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 ...

The Treasury Department has announced that it plans to issue guidance saying that undocumented immigrants are ineligible to receive the Saver’s Match, as well as certain other tax credits. Saver’s ...

The need and worth of financial wellness — which includes retirement plans and readiness — is a constant. But the ways of achieving financial wellness are not static. An expert panel recently outlined ...

Yet another of the genre of forfeiture reallocation suits has failed to state a claim, a federal judge has ruled. This one was brought by plaintiff Jayson Brown, a former employee of defendant Peco ...

Well, at last we got the contribution and benefit limits for 2026 from the IRS. Some (you know who you are) seem to think we make too much of this. I disagree. That said, and regardless of the year, ...