The first quarter of 2025 started out promising, with funding ratio gains. But February was a bit of a rollercoaster, and March was chilly. The result? Q1 was lackluster for private-sector pension ...

1. Data-Driven Decision Making: Predictive analytics can help sponsors tailor retirement income solutions to specific participant needs. Managed accounts, which provide personalized savings and ...

They are restricted to one per calendar year if the distribution is repaid to the plan, or total elective deferral contributions total the distribution amount – otherwise a participant can only take ...

Not long ago, I picked up a book that states “why (almost) everything you know about the US retirement system is wrong” — and it’s definitely worth a read.

ERISA litigation reform has a frequent concern of Daniel Aronowitz, President Trump’s nominee to lead the Employee Benefits Security Administration. He has written extensively about it, especially as ...

The concurrent budget resolution (aka, the budget blueprint) establishes the federal government’s top-line spending, revenue and surplus/deficit targets for fiscal years 2025 through 2034, and ...

The Ides of March rang true this year for private-sector pension plans according to several analyses, but there was good news, too. Beware the Ides of March. Sometimes proverbs are the stuff of myth, ...

The Retirement Savings for Americans Act (RSAA), a bicameral, bipartisan bill that supporters said would give uncovered private-sector workers access to a federally run retirement plan, was ...

The IRS proposed that plans that are not subject to auto-enrollment do not lose that “grandfathered” status if they join a multiple employer plan (MEP) that was created after SECURE 2.0 was passed, ...