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 ...

A comprehensive survey that looks at defined contribution plan participants’ views on alternative investments and the use of artificial intelligence to bolster financial decision-making finds that ...

The Department of Labor (DOL) has filed a brief in support of plan fiduciaries in a case before the Supreme Court in what was described as one of a “series filed by the Departme ...

In July 16 testimony before the Senate Health, Education, Labor & Pensions (HELP) Committee Acting Labor Secretary Keith Sonderling, who has been nominated to serve as Secretary of Labor, said his top ...

We’re nearing the halfway point of the year, and things are buzzing behind the scenes at ASEA! June brings exciting opportunities to stay informed, connect with industry leaders, and make the most of ...

The states that have established retirement plans to provide coverage to private-sector employees whose employers do not take that step to help close that coverage gap. A recent working paper takes a ...

The White House on March 24 released its review of a proposed rule by the Department of Labor (DOL) that would clarify its position on alternative assets and the appropriate fiduciary process. “The ...

The curriculum provides thorough training in 401(k) plan management and plan compliance and testing. Earning the QKA ® credential proves that you have met the national standard for all professionals ...

A new report suggests that business models may need to be adapted in order for retirement plan professionals to be prepared for the ever-expanding multigenerational “Great Wealth Transfer” set to ...

Each year, retirement plan professionals from across the country gather for one of the industry’s most influential events: the ASPPA Annual Conference. Known for its forward-looking sessions, hands-on ...

Personalization, digital tools, and automatic features combine to improve outcomes for participants. Arguably the happiest panel at the recent PSCA national conference was a panel the opened the ...

Ready for some good news on the retirement savings front? Fidelity Investments’ quarterly analysis of the retirement plans and participants it oversees usually focuses on average balances and the ...