The IRS has updated the list of the required modifications (LRM) for defined benefit plans. The refreshed list takes into account changes in the plan qualification requirements, regulations, revenue ...

Social Security Administration Commissioner Frank Bisignano in a recent report to the chairs of the House and Senate Appropriations Committees highlighted changes that have been made at the agency he ...

Whither the Pension Benefit Guaranty Corporation in 2025? Did it still show a positive balance, or did it lose ground? The Congressional Research Service takes a look.

There is work to do in heightening individuals’ planning and preparation for retirement, says a new study that examined how 401(k) participants are approaching the transition from saving for ...

Will Michigan be the next state to establish a state-run auto-IRA? The state Senate says it could; now it’s the turn of the House to weigh in.

Can participants who have been automatically enrolled plans change their mind and receive their deferrals back within a set timeframe?

Are Trump Accounts and employer contribution arrangements associated with them are subject to ERISA? The Department of Labor (DOL) on June 18 issued guidance clarifying that.

Held the day before the official kick-off of the 2027 ASPPA Annual in San Antonio, the TPA Growth Summit is a great option for those planning to attend both events; they can simply choose TPA Growth ...

I’ve been saying that the only thing wrong with the 401(k) system is that there aren’t enough of them for years now. To be fair, the past several years have largely validated that view. Indeed, ...

Held the day before the official kick-off of the 2027 ASPPA Annual in San Antonio, the TPA Growth Summit is a great option for those planning to attend both events; they can simply choose TPA Growth ...

Many pre-retirees and retirees struggle with drawing down retirement savings, says new research, but those with a decumulation plan have a much more positive outlook about retirement spending.

If you must report distributions from a variety of retirement plans, investments, and accounts, the IRS has provided a head start by issuing the 2026 instructions for Forms 1099-R and 5498.