The EO reportedly will direct the Treasury to develop a federal IRA savings program to reach workers who are not covered, including contract workers, part-time workers, small-business employees, and ...

Portability has joined auto-enrollment, deferral, and escalation as a component of the “auto” revolution meant to make it as seamless as possible to help workers save. Current options for low balance ...

Elected at-large members of the Leadership Council serve for one term of four calendar years. Nominees must be credentialed ASPPA members nominated by at least two members to be considered. Submit a ...

Tracking basis will be important for tax reporting and for rollovers involving Trump Accounts. Accordingly, the IRS is soliciting comments on a new tax form, Form 5498-TA.

Recently there was a lively discussion on the ASEA Google Group concerning lump sum distributions taken from a DB plan after the required beginning date. Let's take a look at what Treasury regulations ...

A new report about financial wellness shows some interesting results and invites analysis about the underlying realities.

There may be some concerns about the ability to live comfortably in retirement, but at the same time the vast majority of workers with a workplace retirement savings plan are satisfied with their ...

Is reenrolling non- or under-contributing participants into the plan annually or periodically becoming a best practice?

It’s a new age, and how one can use AI in a smart way in order to delegate basic, boring tasks off one’s plate so one can redistribute time to something of higher value, or even something that just ...

A coalition composed of participant/consumer-advocacy groups and former officials from the Department of Labor seeks more time to comment on the Investment Selection proposal.

The IRS has updated static mortality tables to be used for defined benefit plans under Internal Revenue Code (IRC) Section 430(h)(3)(A) and ERISA Section 303(h)(3)(A). The IRS has updated static ...

During the day, the administrative burdens of running a plan may be an issue, but it’s not what’s keeping plan sponsors awake at night. And it’s not litigation (mostly) either. What is?