As background, a lame-duck [1] session is the period after an election when the current Congress returns to wrap up any unfinished business before the start of the next session of Congress. The ...

Optional provisions of SECURE 2.0 are proving popular among nonprofit organizations, which are expanding eligibility to participate in their 403(b) plans, adding automatic enrollment to provide ...

The effect of the Windfall Elimination Provision on Social Security beneficiaries is most pronounced in northeastern, central, and western states, reports the Congressional Research Service.

Retirement Savings for Americans Act (RSAA) sponsors claim that it would help low- and middle-income Americans save for retirement, but a comprehensive new study finds that it would likely lead to ...

Now that a second Trump Administration is set to come, certain regulatory items at the Department of Labor relevant to retirement plans may be modified. These include DOL initiatives on ESG, fiduciary ...

October was bountiful for private-sector pension plans, with analysts showing gains and improved funded status.

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 QKC program focuses on complex 401(k) topics, training seasoned staff to administer advanced plans. It covers the skills you’ll need to amplify client satisfaction (including the plan sponsors and ...

Provided by the ASPPA Government Affairs Committee, ASPPA Focus (formerly known as ASPPA asaps) serves to provide members with analysis of the latest breaking news and technical releases in ASPPA's ...

Student loan matching and in-plan emergency savings — sometimes called pension-linked emergency savings accounts (PLESA) or side-car accounts — are among the most popular SECURE 2.0 features, reports ...

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) ...