In the case of a $100,000 rollover check, a two-week absence from the market during an upturn could cost $37,512 in lost ...

The best way to describe what a TPA does, said Hooker, is that they are “equivalent to being the CPA for the retirement plan,” adding that TPAs are focused on designing a plan around a plan sponsor.

In Alabama, literacy refers to more than the ability to read and write — it also encompasses finances. Alabama requires high school students to participate in its Career Preparedness curriculum, and ...

Bipartisan legislation to establish an automatic reenrollment safe harbor has been reintroduced by two key members of the Senate Health, Education, Labor and Pensions (HELP) Committee in a bid to help ...

On May 22, the House of Representatives narrowly passed the “One Big Beautiful Bill Act” — legislation that would extend the expiring provisions of the Tax Cuts and Jobs Act (TCJA) and provide ...

The suit had also alleged a failure to monitor the plan’s recordkeeping fees, which they claimed should have been $25-$30 per participant (versus allegedly paying $62.46 – $81.48, or $160 considering ...

Late on May 20, the House Financial Services Committee approved legislation that would allow 403 (b) plans to include collective investment trusts (CITs) as part of their investment lineup.

A majority of plan sponsors like the idea of an employee choice program through which part — or all — of an employer’s typical retirement plan contribution can be allocated to a benefit plan a ...

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 ...

In fact, the research from the Nationwide Retirement Institute and the American College of Financial Services finds that extending a retirement by just five years from 30 to 35 years increases the ...

DeRemer, the recently confirmed Secretary of Labor, gave the keynote address at The ESOP Association (TEA) National Conference in Washington, DC on Friday. It was her first public speech directly ...

The QPA credential program provides the essential technical knowledge required to administer defined benefit (DB) plans and work effectively with clients who offer them. The curriculum covers various ...