As 2026 begins, a new white paper by Mercer suggests that DC plan sponsors should consider a variety of issues as they head into the new year.
We have turned the page on 2025! The gym is crowded again (for now), and, as always, the retirement plan world is asking its favorite January question: Now, what changed this year again? Because every ...
More employers are pledging that they will participate in offering Trump Account matches for their employees’ children.
How did the Pension Benefit Guaranty Corporation do in 2025 in the interactions and processes through which it fulfills its mission? The PBGC’s Office of the Participant and Plan Sponsor Advocate ...
F, Qualified Disaster Retirement Plan Distributions and Repayments, and its instructions; the biggest change is that they reflect a revised naming convention for IRAs.
Rage bait ignores that today’s VOLUNTARY retirement system has helped millions accumulate meaningful savings. Let’s instead highlight the very real possibilities that the current system can and has ...
The Social Security Administration’s (SSA) average wait times for calls improved in fiscal year (FY) 2025, says a report the SSA's Office of the Inspector General (OIG) has issued. The report, issued ...
The government is happy to oblige — it has released informational copies of the Form 5500 Series for reporting about 2025 plan years. On Dec. 15, the U.S. Department of Labor (DOL), IRS, and Pension ...
The year about to begin could see a pivotal shift for the defined contribution (DC) industry as it evolves from growing interest in retirement-income innovation to wider adoption of in-plan retirement ...
The Wall Street Journal (WSJ) in a recent article posed what I view as a rhetorical question; “Do you really know what’s inside your 401(k)?” Rhetorical in that I suspect the answer from most people — ...
The Pension Benefit Guaranty Corporation (PBGC) has updated the regulation governing allocation of assets in single-employer plans in 2026. The PBGC issued the final regulation on Dec. 22. The final ...
The American Retirement Association (ARA) in a statement for the record has called on Congress to adopt legislation that would help expand retirement plan coverage for people who still do not have ...