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.

The answers you need. The source you trust. Ask ERISA is a research tool that lets you ask questions about ERISA and retirement plan administration in plain English and get clear, cited answers.

Determine which employees are required to be included or can be excluded when determining eligibility for a plan. Explain the rules for how and when employees choose to contribute a part of their ...

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 ...

The American Society of Enrolled Actuaries (ASEA) is proud to launch the Mike Preston Education and Advancement Program, a new initiative designed to support aspiring Enrolled Actuaries and strengthen ...

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 ...

A trio of high-profile industry personalities will host a fascinating discussion on (what else?) AI’s impact on the retirement industry, and the ongoing — and critically important — human role in all ...

Certain taxpayers will not be required to file gift tax returns reporting contributions to Trump Accounts under a revenue procedure the IRS issued on June 29. Even though Trump Accounts are new, this ...

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.

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 ...