More specifically, data by the company reveals that plans with auto-enroll and auto-increase had an average account balance of $158,000 as of June, compared to an overall average account balance of ...

Professional mobility is ubiquitous, and the younger a member of the workforce is, the more likely it is. That may result in an interesting, varied career, but is that movement compatible with ...

The Saver’s Match was created by the SECURE 2.0 Act of 2022 and comes into effect in 2027. Instead of a non-refundable tax credit, the Match offers what is essentially a fully refundable credit, ...

The Biden administration finalized a new fiduciary rule, called the Retirement Security Rule, in April 2024. The focus of that rule was to extend ERISA fiduciary duties to one-time professional ...

The Certified Pension Consultant (CPC) credential prepares professionals for leadership roles in retirement plan administration, covering compliance, relationship management, and plan documents. It ...

Nominee for Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA) Dan Aronowitz is among those who will be included in the resolution Senate Majority Leader John Thune ...

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 ...

Advance your career in the retirement industry with ASPPA's credential programs. From the Qualified 401 (k) Specialist (QKS) to the Certified Pension Consultant (CPC), our comprehensive education and ...

The American Retirement Association, along with several other industry groups, is urging the DOL to issue sub-regulatory guidance in advance of formal rulemaking. in order to help allow plan ...

On Sept.1, the House Committee on Appropriations proposed a $10 million budget cut to the Employee Benefits Security Administration (EBSA), down to $181.1 million, for fiscal year (FY) 2026.

[1] Who also claims that 1 in 8 Millennials (13%) and nearly 1 in 10 Gen Zers (9%) are planning a micro-retirement in 2025, and that 1 in 5 Americans (20%) have previously taken a micro-retirement, ...

Below is a table providing descriptions and effective dates for the key provisions contained in the SECURE 2.0 Act of 2022, which was enacted Dec. 29, 2022, as part of the Consolidated Appropriations ...