House Ways and Means Committee Ranking Member Richard Neal (D-Mass.) on Dec. 15 reintroduced a bill that would establish a federal auto-IRA for employers with more than 10 employees and that do not ...

nondeductible contributions you made to traditional IRAs; distributions from traditional IRAs, if you have a basis in these IRAs; conversions from traditional IRAs to Roth IRAs; and distributions from ...

The big three state auto IRAs — those run by California, Illinois, and Oregon, which are the oldest and so far the largest such programs — had reasons to give thanks in November. But that was more the ...

A new report suggests that business models may need to be adapted in order for retirement plan professionals to be prepared for the ever-expanding multigenerational “Great Wealth Transfer” set to ...

The Social Security Administration (SSA) has issued a report on dozens of possible reforms that could be made to help balance the program’s budget within its 75-year actuarial window. The proposals ...

Benefits play a major role in the employee experience, as most can attest on a personal and professional level, but new research suggests that it’s simply not enough to make benefits available to ...

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 ...

The Certified Pension Consultant (CPC) credential prepares professionals for leadership roles in retirement plan administration, covering compliance, relationship management, and plan documents. It ...

The presentation explores recent developments in ERISA fiduciary litigation, highlighting novel challenges in excessive fee, forfeiture, prohibited transaction, and pension risk transfer cases.

Data from a recent survey show that most plans have different approaches to age eligibility, but smaller plans tend to favor a minimum eligibility age of 21 while larger plans prefer age 18 or have no ...

Not long ago, I picked up a book that states “why (almost) everything you know about the US retirement system is wrong” — and it’s definitely worth a read. The book — entitled The Real Retirement ...

The threat of litigation against plan fiduciaries is having a detrimental effect on retirement plan innovation, witnesses told a House subcommittee in testimony at a Dec. 2 hearing.