Nominee for Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA) Dan Aronowitz is among those who will be included in the resolution Senate Majority Leader John Thune ...

There was plenty of vigor and heat that boosted the assets and funding ratios of private-sector pension plans in summer 2025, analysts report. Summer — rising temperatures, growth, vitality. In nature ...

Like a flower in a summer garden, private-sector DB plans showed vigor in August and were in full-funded bloom. Funded ratios improved, and the growth in assets outstripped that of liabilities. Like a ...

As part of the DOL’s efforts under Executive Order 14192, it undertook to withdraw two seemingly innocuous annuity regulations which appeared to have outlived their usefulness. Innocuous, however, ...

Reconstructing records after a disaster may be essential, the IRS says — for tax purposes, obtaining reimbursements, remaining in compliance with a variety of laws and regulations, for instance. It ...

The Biden administration finalized a new fiduciary rule, called the Retirement Security Rule, in April 2024. The focus of that rule was to extend ERISA fiduciary duties to one-time professional ...

[1] Who also claims that 1 in 8 Millennials (13%) and nearly 1 in 10 Gen Zers (9%) are planning a micro-retirement in 2025, and that 1 in 5 Americans (20%) have previously taken a micro-retirement, ...

The American Retirement Association, along with several other industry groups, is urging the DOL to issue sub-regulatory guidance in advance of formal rulemaking. in order to help allow plan ...

“I see dead people” — a famous line from a movie, but not something echoed by the Office of the Inspector General (OIG) in its recent examination of the extent to which Pension Benefit Guaranty ...

This issue has been pending since enactment of SECURE 2.0, which amended the Internal Revenue Code to allow 403 (b)s to invest in CITs, but changes needed under the securities law did not make it into ...

Interest Assumptions for Valuing Benefits. This final rule amends the PBGC's regulation on Allocation of Assets in Single-Employer Plans to prescribe the spreads component of the interest assumption ...

Section 603 of the SECURE 2.0 Act requires participants with compensation of more than $145,000 (indexed) to make catch-up contributions on a Roth basis. Initially, the deadline for compliance was for ...