The recently enacted One Big Beautiful Bill Act (OBBBA) could slightly accelerate the depletion of Social Security funds, says Karen P. Glenn, Chief Actuary of the Social Security Administration.

The ASPPA Annual Business Meeting will take place during the ASPPA Annual Conference in San Diego on Sunday, October 26, 2025, at 4:30 p.m. The ASPPA Annual Business Meeting will take place during the ...

Retirement plans, in the end, are all about saving and participants. Their attitudes are central to the effectiveness of ...

An executive order (EO) from President Trump concerning private securities and digital assets may be imminent. It is expected to cover private placements and digital assets and could address both the ...

Best practice is to start the audit process—including audit firm selection—as early as 90 to 120 days before the plan ...

According to Charles Schwab’s annual nationwide survey of 401 (k) plan participants, nearly 6 in 10 (57%) respondents cite inflation as a top retirement obstacle; this level is down only a point from ...

Ensuring plan fees are reasonable. Strong majorities of plan consultants and DC specialists consider it a priority to keep ...

The BIG news of the quarter is that there is none—or, more specifically, it’s what didn’t happen on Capitol Hill rather than what did.

Another 401 (k) plan has been charged with a fiduciary breach quadfecta — excessive recordkeeping fees, expensive managed account charges, a poor performing stable value option, as well as offsetting ...

Rollovers from defined contribution plans are the predominant way IRAs are funded — to the tune of 97% of them in 2022, and the numbers are only expected to grow. Therefore, understanding where this ...

Recently there was another[1] robust report on the state of American savings. While it’s “limited” to details from the Vanguard recordkeeping base, we’re still talking about more than 1,400 qualified ...

Having a firm grasp on the basics of the different retirement share classes (R shares for short) will help you more quickly dial in potential solutions for clients and have more comprehensive ...