Rollovers from defined contribution plans are the predominant way IRAs are funded — to the tune of 97% of them in 2022, and the numbers are only expected to grow. Therefore, understanding where this ...

Another 401 (k) plan has been charged with a fiduciary breach quadfecta — excessive recordkeeping fees, expensive managed account charges, a poor performing stable value option, as well as offsetting ...

Dhillon issued her statement on July 28 concerning the guidance the DOL issued that day on PEPs and small employers’ participation in them. She noted that the DOL took that action pursuant to ...

The digital Summer 2025 edition of ASPPA’s quarterly magazine has just been posted o In our cover story, Theresa Conti and Chad Johansen focus on marketplace excitement over more recent developments ...

Connecticut’s program MyCTSavings has been in operation for three years, but the Nutmeg State’s legislature already has made some adjustments that expand its scope somewhat and fine tune its ...

The Department of Labor announced on July 28 that it wants public input on how to help smaller employers choose a pooled employer plan (PEP). It also provided some guidance for small employers ...

The Helping Young Americans Save for Retirement Act (H.R. 4718) was reintroduced July 23 by Rep. Brittany Pettersen (D-Colo.) and cosponsored by Rep. Michael Rulli (R-Ohio). It would amend the ...

“Float income” refers to the interest or earnings that accrue on retirement plan contributions, distributions, or other ...

Compared to a year ago, Americans believe it will take more money to be “financially comfortable,” but less to be considered “wealthy” — even though the survey respondents still believe it will take ...

Innovation can bring about significant change. Almost a half century ago, it resulted in perhaps the most prevalent retirement savings vehicle today. But new options have arisen as well — and one is ...

The EBSA Investigations Transparency Act would require EBSA to file an annual report to Congress certain information about its ongoing investigations, including which office started the investigation ...

“We are embarking on this beginning of the process for the next generation of retirement legislation,” Graff said. His remarks were part of Two Pillars, One Purpose: How Social Security and Private ...