F, “Qualified Disaster Retirement Plan Distributions and Repayments,” as well as instructions for its use — but the revised form and instructions are drafts only and are not to be used for reporting ...

Guidance concerning the SECURE 2.0 Act’s provision requiring defined contribution plans to provide a paper benefit statement to be issued at least once a year is one step closer to being publicly ...

To help expand retirement plan coverage and reduce barriers for small employers to offer coverage, the American Retirement Association has urged the DOL to focus on regulatory changes that help lower ...

According to the shutdown contingency plan, 9,775 of DOL’s 12,916 employees would be furloughed, leaving 3,141. Employees appointed by the President, whose work is funded by another source, who ...

You’re moving from one retirement plan service provider to another. Sounds cut and dry, but there are important considerations in making that change. An industry insider offers some insights on what ...

In our rapidly evolving economy, service providers of all stripes are being asked to do more with less. As the world becomes increasingly digital, TPAs looking to stay competitive must adapt to ...

There’s good news in the latest monthly report from the Bureau of Labor Statistics on employee benefits in the United States, and retirement benefit coverage for workers specifically.

How about some good news? The Investment Company Institute has reported that total U.S. retirement assets hit a new record ...

Benefitting from employer-provided retirement plans, at its most basic, requires two things: employment, and participation in a plan. A recent report provides a look at how that’s worked for a cohort ...

“Real yields are strong now,” observed Hunt. Data he cited shows that equity returns for stocks in the second quarter of 2025 were far higher than bond returns were. In light of the strength of yields ...

Cash balance plans have emerged as a solution to many challenges plans face — and they have grown explosively, according to ...

The retirement income industry is “chugging along,” in the words of an industry analyst, and is past the “first movers” stage. He, and other members of an expert panel, offered their take on where ...