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 ...

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 ...

The fourth RAC list for DC plans enumerates the pre-approved plans that were submitted to the IRS for opinion letters during the period that began on Feb. 1, 2024 and ended on Aug.25, 2025. It covers ...

[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, ...

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 ...

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, ...

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 ...

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 ...

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 ...

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 ...