Building relationships is a key part of any business operation and of boosting one’s practice — and that includes the retirement plan market. An expert panel at a Feb. 24 session of the 2025 NTSA ...

Without proper coverage, a plan may lose its qualification status. Let’s examine this important test by covering the concepts, its role in the lineup of nondiscrimination testing, and the operation ...

Daniel Aronowitz has been officially nominated by the White House to become next Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA). He is the President of Euclid ...

One-participant plans and foreign plans use the Form 5500-EZ, Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan, to report concerning the most ...

The Defined Contribution Institutional Investment Association (DCIIA) published a report that outlines what fiduciaries should consider when constructing a plan investment menu. DCIIA outlined a three ...

“There’s a little bit going on here in [Washington] D.C.,” American Retirement Association CEO Brian Graff quipped at the outset of the latest episode of D.C. Pension Geeks. “We have a great guest to ...

A “new” entrant to the forfeiture reallocation suit “suite” — and a decision in favor of fiduciary defendants — Nevin & Fred review the latest developments.

Much of the country, from the Canadian border to Florida, may have been engulfed in snow in January — but that cold did not include private-sector pension plans. In fact, in January, private pension ...

FUSE surveyed advisors with 10 or more DC plan clients and found that 59% expect SECURE 2.0 provisions to increase their revenues by 1% to 10% by the end of 2025. Only 9% of specialist plan advisors ...

The Department of Government Efficiency (DOGE) is including the Department of Labor (DOL) in its sights, and labor groups, including the American Federation of Government Employees (AFGE) and the ...

Bills before legislatures in two states seek to expand retirement plan coverage. How? By broadening the reach, and effects, of automatic enrollment. Legislation has been introduced in the state ...