There are many facets to cybersecurity, many nuances and hard realities. A professional uniquely positioned to discuss cybersecurity in the context of retirement plans offers her insights on ...
The Social Security Administration has announced that there will be a modest increase in the cost-of-living adjustment (COLA) for 2026. So how much was it?
The IRS has issued a draft version of Form 8881 and its instructions, giving small employers a head start in gathering data for 2025 reporting on pension plan start-up costs and more.
Legislation is before the Senate that would permit federal contractors and their employees to withdraw funds from a qualified retirement account without penalty during a government shutdown, as long ...
A federal judge has dismissed yet another suit that challenges a pension risk transfer arrangement, concurring that with no immediate injury, the plaintiffs lack standing to bring suit. This suit — ...
In September, the Department of Labor (DOL) said it would be revisiting the definition of fiduciary adviser, with the aim of issuing a new rule in 2026. The Retirement Security Rule, as it was known ...
Are plan sponsors ready for the SECURE 2.0 Act provision requiring Roth treatment of catch-up contributions for high earners?
New research by Vanguard confirms what has been said time and again — that workers with access to a defined contribution plan are at a significant advantage in reaching their retirement savings goals.
For the third time running, an “analysis” of extrapolated and imputed data and assumptions — compounded — claims that roughly 20% of all 401(k) assets are…forgotten. Now, you’d think that a number ...
The Fall 2025 digital edition of Plan Consultant, the quarterly magazine that serves ASPPA, is live and available!
How did private-sector pension plans fare in the third quarter? Was it a field goal or a touchdown? Was it a little of both?
Taking a loan from one’s defined contribution plan is literally borrowing from the future. It’s taking a risk, so it’s something that only takes place for a very good reason. What might those reasons ...
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