Several leading retirement industry groups — including the American Retirement Association — asked the nation’s highest court to affirm a decision in favor of plan fiduciaries.
Employers have a bigger role than originally thought when Congress created these Trump Accounts last year. And in plain English: this is baby’s first IRA.
At this time of year, you hear a lot of talk about the “unalienable” rights of “life, liberty, and the pursuit of happiness.” That wasn’t written with retirement plans in mind; still, to my ears it ...
Social Security Administration Commissioner Frank Bisignano in a recent report to the chairs of the House and Senate Appropriations Committees highlighted changes that have been made at the agency he ...
Whither the Pension Benefit Guaranty Corporation in 2025? Did it still show a positive balance, or did it lose ground? The Congressional Research Service takes a look.
As the second half of the year gets under way, July brings exciting opportunities to stay informed, connect with industry leaders, and make the most of your ASEA membership. Check out these upcoming ...
Can participants who have been automatically enrolled change their mind and receive their deferrals back within a set timeframe? Many plans do not allow that, but that may be changing as new plans are ...
There is work to do in heightening individuals’ planning and preparation for retirement, says a new study that examined how 401(k) participants are approaching the transition from saving for ...
In its comment letter, the American Retirement Association (ARA) urged the IRS to clarify, among other things, that a plan may auto-escalate by more than one percentage point per year and may choose ...
If you must report distributions from a variety of retirement plans, investments, and accounts, the IRS has provided a head start by issuing the 2026 instructions for Forms 1099-R and 5498.