Multiple industry stakeholders have warned the IRS that Department of Education (DOE) regulations may prevent student loan providers from sharing loan data with retirement plan recordkeepers.
An appellate court has held that an excessive fee suit that the district court had sent to arbitration — will get to proceed to discovery and trial instead.
A general session involving Washington heavy hitters that took place the morning of Sept. 22 at the ASPPA Annual Conference in Orlando, Fla., focused on sports metaphors and regulatory priorities at ...
The IRS has issued its annual inflation adjustments for several tax items. The adjustments apply for 2025 and will be reflected on returns filed in 2026.
Workers’ financial health has improved somewhat this year, as 401(k) participants increasingly credit their employers for helping to manage financial stress, a new study finds.
Recent law changes from the SECURE 2.0 Act have provided not only opportunities but also challenges for plan consultants and service providers. At the 2024 ASPPA Annual Conference, the American ...
Once upon a time, we talked about retirement as having three legs: Social Security, workplace savings/pensions, and personal savings. But to a number of vocal pundits, the full burden has been put … ...
An excessive fee suit has been dismissed in federal court for “failure to state a claim.” ...
A snapshot survey from the Plan Sponsor Council of America (PSCA) provides insight on how plans are addressing these issues.
To adapt its oversight responsibilities in a quickly changing landscape, the SEC announced that its 2025 examinations will prioritize perennial and emerging risks, such as fiduciary duty, standards of ...
To tackle current workforce and organizational issues, it's essential to move beyond conventional approaches. Many employers are turning to Pooled Employer Plans (PEP) to solve the challenges of the ...
The results of a new survey of pooled retirement plan adopters reinforces the power these shared plans wield in expanding access to retirement savings plans.