Opinion letter applications were filed with the IRS for the second remedial amendment cycle (Cycle 2) under the remedial amendment cycle system for 403 (b) pre-approved plans established under Revenue ...

The 403 (b)/CIT issue is part of the unfinished business left over from the enactment of the SECURE 2.0 Act of 2022, which sought to allow their use, but there was disagreement in the House Financial ...

A new study shows how a proposed government-run retirement program said to increase coverage could actually undermine the nation’s retirement readiness. A new study shows how a proposed government-run ...

A recent study reveals the ways plan sponsors are providing education about retirement plans and saving for retirement.

Health savings accounts (HSAs) show growth by many metrics, says the Plan Sponsor Council of America (PSCA). And it comes as no surprise that they also report that efforts to educate employees about ...

Editor’s note: This is Part 2 in a 2-part series; this installment concerns challenges to employee engagement and tips to build it. The first is here. When it comes to specific challenges with ...

The Labor Department is “abusing its authority,” says Rep. Virginia Foxx, R-NC, Chair of the House Committee on Education and the Workforce, who also is calling on the DOL’s Office of the Inspector ...

Rhode Island and Connecticut may be small, but their state auto-IRA programs aren’t — and now they’re bigger. That’s because on Nov. 20 they announced they are joining forces on offering that coverage ...

The curriculum provides thorough training in 401(k) plan management and plan compliance and testing. Earning the QKA ® credential proves that you have met the national standard for all professionals ...

Lacking a clear plan for drawing down savings and knowing how to generate income in retirement are major factors contributing to retirement savers’ anxieties. Nearly half of America’s retirees say ...

The Department of Labor’s Employee Benefit Security Administration said on Nov. 18 that it will begin collecting limited data to populate the Lost and Found plan database. The Department of Labor’s ...