F, Qualified Disaster Retirement Plan Distributions and Repayments, and its instructions; the biggest change is that they reflect a revised naming convention for IRAs.

Rage bait ignores that today’s VOLUNTARY retirement system has helped millions accumulate meaningful savings. Let’s instead highlight the very real possibilities that the current system can and has ...

The year about to begin could see a pivotal shift for the defined contribution (DC) industry as it evolves from growing interest in retirement-income innovation to wider adoption of in-plan retirement ...

The Department of Labor is now backing fiduciaries in a case involving criteria for a “meaningful” benchmark, on the same day of its recent amicus briefing supporting plan fiduciaries regarding the ...

Bit by bit, more states are providing auto-IRAs that provide retirement plan coverage to people whose private-sector employers do not. The effect they have on their participants is obvious. But what’s ...

The Pension Benefit Guaranty Corporation (PBGC) has updated the regulation governing allocation of assets in single-employer plans in 2026. The PBGC issued the final regulation on Dec. 22. The final ...

Every year about this time, we ask plan sponsors what is top of mind for the next year in terms of plan priorities and changes. For the last couple of years, the main focus has been on SECURE 2.0 ...

Infrastructure has been built that will serve Trump accounts. They can be created when someone files their taxes by using Form 4547, or through a new website. Treasury Secretary Scott Bessent ...

A variety of nonprofit organizations have called on top leaders from both chambers of Congress in support of legislation that would allow plan sponsors of 403(b)s to include collective investment ...

How about some good news? The Investment Company Institute has reported that total U.S. retirement assets hit a new record high at the end of the second quarter. According to the organization’s report ...