Amy Shuart is the new Chair of the Social Security Advisory Board, having been appointed by President Trump to that position on Nov. 12. She is the youngest Chair in the history of the SSAB.
What challenges face Americans in retirement? In a companion to its annual How America Saves report, Vanguard has now introduced the inaugural How America Retires report, which analyzes plan data and ...
There is a generational gap and gender divide among small business owners when it comes to retirement plan readiness and the perceived importance of offering a plan, according to a new survey.
The PBGC has posted the present maximum guarantee values for 2026, present values applicable to benefits with annuity starting dates in 2026.
What is the proper accounting in a plan’s initial year of deposits made before year end when the valuation date is the last day of the plan year? Recently there was a discussion among the ASEA google ...
Whither the retirement plan environment? None other than three former Assistant Secretaries of Labor for the Employee Benefits Security Administration have offered their insights on some key matters ...
Editor’s Note: This is the second part of a two-part series that concerns matters with which retirement professionals must contend. Part I is here. Recently, I shared a list of things that make me ...
The Department of Labor recently issued an intriguing three-part “proposed rule” that, to my eye, offered helpful fiduciary tips that go well beyond pooled employer plans (PEPs).
In 2026, the Roth catch-up provision comes into effect on a “good faith” basis. It’s one of the trickier rules to implement, and there are some hidden implementation issues that fiduciaries should ...
Industry groups suggest that to be successful, Trump Accounts will require additional guidance from the Treasury Department. Trump Accounts can be opened starting in July 2026.
All of October, it seems, is devoted to Halloween. But despite terror-mania, October was not scary at all for private-sector pension plans. In fact, quite the opposite.
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