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 ...

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 ...

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 ...

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 ...

A recent paper published by the National Bureau of Economic Research (NBER) demonstrated that new retirement plan sponsors generally are unaware of startup tax credits available to them, and almost ...

They are distinct, but they do sometimes draw on and even support each other — and the roles of plan sponsors and defined ...

The paper, Age, evolving allocation preferences, and the case for personalized solutions, from T. Rowe Price, MIT’s Sloan School of Management and Stanford, said the findings underscore “the growing ...

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 ...

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.

In practice, Asad and I have identified three major pain points in offshoring: Communication issues that result in rework and wasted time. Stressful deadlines that lead to delays in completing work.

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