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 ...

Bipartisan legislation reintroduced in the House of Representatives would make it possible for employees under age 21 to participate in their company’s 401(k) plan. The Helping Young Americans Save ...

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 ...

Assets in collective investment trust (CIT) and U.S. mutual fund (MF) target date series has surpassed $5 trillion, according to new research. The report says they expanded by 21% in 2025, and when ...

The IRS has updated the information it provides concerning remedial amendment cycles (RACs) for pre-approved plans. Specifically, it has updated the information on its retirement plans webpage that ...

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 ...

Utah is on the brink of putting in place a state-run program that would provide retirement plan coverage for private-sector employees. Legislators, including the sponsor of the measure that would ...

The IRS on Oct. 15 issued guidance to clarify the treatment of inadvertent benefits overpayments as well as contributions to correct them. The guidance comes in Notice 2024-77. More precisely, Notice ...

The PBGC determined the premium rates applicable for 2024 plan years in accordance with the indexing rules provided in Section 4006 of ERISA, as amended by The SECURE 2.0 Act of 2022 (SECURE 2.0). The ...

CEFEX was launched 11 years ago with a mission to offer a way for organizations to demonstrate adherence to the industry’s highest standard for investment advisors, the Global Fiduciary Standard of ...