News

All Department of Labor (DOL) employees, except those with the Office of the Inspector General (OIG), are now eligible for Voluntary Early Retirement Authority and Deferred Resignation Program (DRP), ...
The IRS heard public comments in an April 8 hearing on required automatic 401(k) features addressed in proposed regulations related to SECURE 2.0 that were published in January.
Responding to a call from a financial advisor in California, the ERISA consultants at the Retirement Learning Center (RLC) addressed a question concerning the difference between a retirement plan’s ...
Claiming that the “plaintiff is jumping on a bandwagon of cookie-cutter plan forfeiture challenges recently brought against dozens of large plans,” AT&T has filed a motion to dismiss the suit.
When it comes to spending in retirement, a new study reveals that retirees are far more likely to spend from lifetime income ...
Pa., reintroduced the Retirement Savings for Americans Act (RSAA) on Monday, a bicameral, bipartisan bill that supporters said would give uncovered private-sector workers access to a federally run ...
I recently picked up a book that states “why (almost) everything you know about the US retirement system is wrong” — and it’s definitely worth a read.
Plaintiff’s alternative reading of ERISA, which posits that it is illegal to use forfeitures to cover the cost of employer contributions, flies in the face of this well-established practice, as well ...
How focused are you on the nonqualified plan space? It’s rapidly expanding and can significantly boost your business by better serving your retirement plan clients. NAPA’s Nonqualified Plan Consultant ...
Aided by consistent growth and favorable market conditions, HSA assets expanded significantly during 2024, according to Devenir’s 29th semi-annual Health Savings Account survey.
A similar, if not identical, case from a different federal judge in a different federal court draws a different conclusion in an ERISA suit involving a pension risk transfer.
The DOL issued Field Assistance Bulletin 2025-02 on April 3 to address issues that have arisen concerning annual funding notices in light of the enactment of SECURE 2.0.