The Pew Charitable Trusts recently noted a “major new milestone to celebrate” for private sector workers in state-sponsored plans. More than a million private sector employees have saved over $2 ...

In a single line that caught many by surprise, lifetime income strategies were also included in President Trump’s recent executive order (EO) on private securities in defined contribution (DC) plans.

The DOL briefly published its Spring 2025 agenda, but then took it down on Aug. 15. It contained updates on plan reporting for retirement savings lost and found, Interpretive Bulletin (IB) 95-1, ...

Pensions may be user-friendly for participants, but for plan sponsors it’s another matter. Industry experts recently offered their perspectives on handling unfunded and withdrawal liabilities, which ...

Rob Richter, a retirement education counsel at the American Retirement Association (ARA), says that the liquidity rules for QDIAs might be “the biggest hurdle” for the inclusion of private assets into ...

A final rule just issued by the Joint Board for the Enrollment of Actuaries drops the requirement that enrolled actuaries must be physically present for formal, required continuing professional ...

The American Society of Pension Professionals & Actuaries (ASPPA) has announced that it will discontinue its long-running partnership with the Centre for Fiduciary Excellence (CEFEX).

President Franklin D. Roosevelt signed the Social Security Act into law on Aug. 14, 1935, setting in motion one of the most enduring retirement saving vehicles in our history. The storied program is a ...

A university professor recently reached out to us at the Plan Sponsor Council of America (PSCA) seeking information on use of ...

There has been a string of positive news lately about retirement savings and adoption of new plans — but a new research paper gave me pause. That paper, intriguingly titled “How Do Tax Incentives ...

Half of plans allow participants to continue to make loan payments after leaving their employer — a feature that can help reduce leakage and increase retirement savings. The PSCA’s Annual Survey ...

In response to the recent executive order (EO) which directed it to facilitate greater investment in private securities and other alternative investments in retirement plans, the Department of Labor ...