Workplace retirement planning and saving is a bipartisan issue, something that must continue, ARA CEO Brian Graff emphasized to attendees at the 2025 NAPA D.C. Fly-In Forum in Washington. He made his ...

Compared to a year ago, Americans believe it will take more money to be “financially comfortable,” but less to be considered “wealthy” — even though the survey respondents still believe it will take ...

Innovation can bring about significant change. Almost a half century ago, it resulted in perhaps the most prevalent retirement savings vehicle today. But new options have arisen as well — and one is ...

The Helping Young Americans Save for Retirement Act (H.R. 4718) was reintroduced July 23 by Rep. Brittany Pettersen (D-Colo.) and cosponsored by Rep. Michael Rulli (R-Ohio). It would amend the ...

“We are embarking on this beginning of the process for the next generation of retirement legislation,” Graff said. His remarks were part of Two Pillars, One Purpose: How Social Security and Private ...

That’s according to the Congressional Research Service (CRS) “In Focus” report, “Data on Private Sector Defined Benefit Plans, 2010-2022,” which it issued on July 18. The CRS based its findings on an ...

An industry expert notes that participants can cause problems in the administration of a pension plan and offers his insights on governance strategies that can help in managing those risks and ...

The EBSA Investigations Transparency Act would require EBSA to file an annual report to Congress certain information about its ongoing investigations, including which office started the investigation ...

The Employee Benefits Security Administration (EBSA) is straying from its mission as an impartial regulator, “picking winners and losers” rather than working in partnership with those it oversees, in ...

“Float income” refers to the interest or earnings that accrue on retirement plan contributions, distributions, or other ...

You set up a cash balance for a sole proprietor for 2023. The plan formula was a pay credit of 100% of compensation, with an interest crediting rate of 4%. What is the proper handling of plan ...

Happy mid-summer ASEA! It’s that beautiful time between April 15 and Sept. 15, when deadlines are at a minimum. Looking forward to the ASEA Advanced Actuarial Symposium, but for now, here is some ...