Bonnie Treichel, Chief Solutions Officer at Empower Retirement, and Matt Johnson, Chief Technology Officer at Alpha Guard, shared their insights in the recent webinar “Retirement Plan Cybersecurity: ...

The RMD age is set to increase to 75 in 2033, per Section 107 of SECURE 2.0.

Autumn brought a relative rollercoaster for CalSavers, the Golden State’s program that provides retirement plan coverage for private-sector employees whose employers do not offer it. By some measures, ...

The legislation will provide parity between 401 (k) and 403 (b) plans by allowing 403 (b) plan participants to choose from a wider array of funds, including CITs that they may be able to invest in ...

The Tax Cuts and Jobs Act (TCJA) of 2017 is set to expire at the end of 2025. During 2025, Republican-controlled government will likely pursue extensions of those cuts and may look to the ...

Let’s face it, SECURE 2.0 has a LOT of good, interesting — and potentially complicated options. But there are some that AREN’T optional, like the requirement that new plans adopted after the signing ...

The PSN is an independent, recordkeeper-led utility founded by BET billionaire Robert Johnson. It utilizes the Retirement Clearinghouse (RCH) technology to build a nationwide digital hub connecting ...

Specifically, the study found that opting out of automatic enrollment and escalation; the propensity to save absent automatic features; and losing unvested employer contributions and cashing out an ...

The GAO report also cited guidance from the Employee Benefits Security Administration (EBSA). In March 2022, EBSA issued guidance that encourages plan fiduciaries to exercise extreme care before they ...

The IRS on Dec. 5 issued the 2024 required amendments (RA) list for qualified plans and 403 (b)s. The list is contained in Notice 2024-82.

The Pension Benefit Guaranty Corporation (PBGC) on Dec. 4 issued a final rule that amends its Privacy Act regulation to exempt a system of records that supports law enforcement investigations through ...

Be creative. Hoying remarked at the session offering tips and strategies that models are emerging regarding how different services affect different industries; McKay, at the best practices session ...