In building retirement income devices and innovating to do so, Weigand advocated a thoughtful approach, remarking, “We can do anything, but should we do everything?” Curran, too, suggested such a ...

While the rule is stayed by the federal courts, a five-part test from 1975 which says advice must be rendered on “a regular basis” to be covered by ERISA remains in effect. The “regular basis” prong ...

According to the Schroders 2024 U.S. Retirement Survey, more than a third (36%) of investors participating in a 401 (k), 403 (b) or 457 workplace retirement savings plan would invest in private equity ...

When asked which option best describes what they would like their employer to do when it comes to helping them create a plan for generating income in retirement, a “slight nudge” was the favored ...

Did you miss something at the ASPPA Annual? We've got you covered! The 2024 ASPPA Annual Conference, where “The Journey to…” represents your unique path to professional achievement.

How do you empower every voice in your organization to drive change (at every level)? According to J. J. McKinney and Mickie Murphy in their session on Day 3 of ASPPA Annual, it starts with making ...

Cybersecurity. The OIG says that the PBGC should retire all end-of-life products, utilize valid certificates, and require strong user administration passwords to ensure it “has the best defense ...

The 2024 PenChecks Trust ASPPA Scholarship recipients were announced on Oct. 21—fittingly known as “Back to the Future Day,” a nod to both reflecting on the past and looking ahead to a bright future.

You’re probably like, ‘What the heck is Will doing here?’” American Retirement Association Chief Government Affairs Officer Will Hansen said at the outset of an interactive plan sponsor-focused ...

Social Security was put in place nearly 90 years ago to provide a safety net of sorts. There is voluminous research about its effects on those most directly intended to be caught by that net — among ...

A general session involving Washington heavy hitters that took place on Tuesday morning at the ASPPA Annual Conference in Orlando, Fla., focused on sports metaphors and regulatory priorities at the ...

The per-participant rate for flat-rate premiums, the per-participant cap, and the per-participant rate for flat-rate premiums ...