The EBSA Investigations Transparency Act would require EBSA to file an annual report to Congress certain information about its ongoing investigations, including which office started the investigation ...

The Employee Benefits Security Administration (EBSA) is straying from its mission as an impartial regulator, “picking winners and losers” rather than working in partnership with those it oversees, in ...

A casino in Vegas may not have a clock, but the Nevade Employee Savings Trust (NEST) certainly does. And for that program, it’s about to chime. Employers in the Silver State that do not offer a ...

You set up a cash balance for a sole proprietor for 2023. The plan formula was a pay credit of 100% of compensation, with an interest crediting rate of 4%. What is the proper handling of plan ...

Happy mid-summer ASEA! It’s that beautiful time between April 15 and Sept. 15, when deadlines are at a minimum. Looking forward to the ASEA Advanced Actuarial Symposium, but for now, here is some ...

Changes to the RMD Basics. The SECURE Act increased the applicable age by which RMDs must commence. It also reduced penalties for missed RMDs and provided clearer guidance on self-correction ...

That’s according to the Congressional Research Service (CRS) “In Focus” report, “Data on Private Sector Defined Benefit Plans, 2010-2022,” which it issued on July 18. The CRS based its findings on an ...

“Float income” refers to the interest or earnings that accrue on retirement plan contributions, distributions, or other ...

In 1961, President Kennedy challenged the nation to land a man on the moon and return him safely to Earth before the decade was out. That kind of clarity — specific with regard to destination and ...

The IRS on July 16 issued guidance on withholding and reporting concerning uncashed retirement plan distribution checks. The guidance came in Revenue Ruling (Rev. Rul.) 2025-15.

Meanwhile, Sen. Bernie Sanders (I-Vt.), who is the Ranking Member of the Senate HELP Committee, announced that he had introduced the Pensions for All Act, which seeks to extend coverage to those who ...

Service. Customer-friendly retirement services are part of building that connection and meeting the expectations of plan sponsors, says Finch. They suggest that plan features are part of accomplishing ...