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

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 ...

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 ...

Murphy noted that 74% of respondents say including private investments in retirement plans can help workers build wealth in ways previously limited to the ultra-wealthy, and 72% say diversifying their ...

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 ...

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.

The IRS has updated static mortality tables to be used for pension plans under Internal Revenue Code Section 430 (h) (3) (A) and ERISA. The tables apply for calculation of the funding target and other ...

Rapid expansion is ahead over the next few years for the small and micro 401 (k) plan segments due to certain competitive dynamics in the market, says a new report by Cerulli Associates.

In her response, Warren noted that “Studies suggest that private market investments have consistently underperformed as compared to publicly traded indices,” (citing a SSRN study from 2020), and that ...

Kelsey Mayo, the Regulatory Affairs Chief at the American Retirement Association, explains that only the Treasury can open a Trump account, “so parents can’t just go to the local bank branch” to open ...

There have been some good headlines about 401 Those headlines — reporting on Fidelity’s Building Financial Futures: Q1 2025 report — noted that savings rates hit a record high in Q1, driven by a ...

You might recall that almost exactly two years ago U. S. Magistrate Judge Rebecca Rutherford submitted a 75-page “findings, conclusions, and recommendations” in response to a suit filed in February ...