The ASPPA Annual Conference is happening October 18-21 in San Antonio, TX. At this conference, you don't just ride the waves of change: you create them. Equip yourself with the knowledge, connections, ...
The justices on the Supreme Court didn’t appear to have an issue with a “meaningful benchmark” requirement — but wondered if they should provide a definition. The case — Anderson v. Intel Corp.
For some time now, private-sector pension plans have been a relative table of plenty. They have been fully funded and then some. And even when their funding ratio falls slightly month-to-month the ...
Responsible parents might diligently save for a child’s college education from birth, only to find the funds elsewhere or realize the child's aptitudes suit something else — maybe Harley-Davidson ...
Editor’s note: this is Part I in a two-part series about providing retirement plan education and why it is important. The new school year is well under way. And an increasing number of students will ...
James Vincent Campbell, 49, of Scottsdale, Ariz.,[1] has pled guilty in the District of Maryland of embezzling almost $9 million from retirement and welfare benefit plans. Campbell is CEO and founder ...
Many Americans approaching retirement spend more time on social media in a single week than they spend planning for retirement in an entire year. Are you surprised? That was one of the key takeaways ...
A new report suggests that current financial pressures are pushing young adults to focus on short-term decisions, making it more difficult for many to address their long-term financial strategy.
Tax filers who could qualify for the Saver’s Match are expected to begin receiving eligibility notices from the IRS. The Saver’s Match, which will take effect in 2027, replaces the Saver’s Credit and ...
SECURE 2.0 introduced the Saver’s Match, a matching contribution program paid by the Treasury Department to certain low-and moderate-income individuals saving for retirement. In ASPPA Focus 26-05, ...
The Pension Benefit Guaranty Corporation (PBGC) is temporarily waiving the requirement to report a reduction in the number of active participants covered by a plan if that is due to an attrition event ...
In August, the Treasury Department issued proposed regulations on eligible investments in Trump Accounts. Those regulations outlined the fee structures and acceptable fund types. However, questions ...
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