Plan sponsors have…papers, lots and lots of papers. Well, they used to. Now they have mostly digital documents, but how many still have paper files in cabinets somewhere going back to the beginning of ...

An ounce of prevention is worth a pound of cure, we are told. But it’s a bit more nuanced for retirement plans and those who serve them. In that case, prevention means compliance, and security, and ...

In 2026, the Roth catch-up provision comes into effect on a “good faith” basis. It’s one of the trickier rules to implement, and there are some hidden implementation issues that fiduciaries should ...

The House of Representatives is considering legislation that would establish a hybrid emergency savings and 401(k)-type government-run program that would also require a minimum employer contribution ...

Industry groups suggest that to be successful, Trump Accounts will require additional guidance from the Treasury Department. Trump Accounts can be opened starting in July 2026.

All of October, it seems, is devoted to Halloween. But despite terror-mania, October was not scary at all for private-sector pension plans. In fact, quite the opposite.

The Pension Benefit Guaranty Corporation on Oct. 27 issued the premium rates applicable for plan years beginning in 2026.

Guaranteed lifetime income — its time has come, but it’s not quite that simple. That was the message of an expert panel whose members shared their insights on its addition to the tools by which ...

The Department of Labor recently issued an intriguing three-part “proposed rule” that, to my eye, offered helpful fiduciary tips that go well beyond pooled employer plans (PEPs).

Back-to-the-office requirements, hybrid work schedule, remote work, challenges for employers, retirement industry, best practices, communication, training, retention, trust, management ...

Legislation is now before the Senate that would require fiduciaries to consider only “pecuniary” factors when making investment decisions, and require plan sponsors to communicate the differences ...

The third-party administrator necessarily wears many hats. A Nov. 4 session at the SPARK Forum in Palm Beach, Fla. featured a discussion by none other than TPAs themselves about some the hats they’re ...