American Society of Pension Professionals & Actuaries3h
Not ‘Why Implement an In-plan Retirement Income Product,’ But How
The question is no longer “why implement an in-plan retirement income product?” but how. Income America’s Matthew Wolniewicz discusses how the conversation has changed. First, it was Nuveen’s Brendan ...
American Society of Pension Professionals & Actuaries3h
Anxiety Drains Interest in Saving for Retirement, Study Says
“For comparison, the 2024 EBRI/Greenwald Research Workplace Wellness Survey asked a similar question, yet the most common responses were saving enough for retirement (48 percent), having savings in ...
American Society of Pension Professionals & Actuaries3h
Education the Antidote for the Social Security Knowledge Gap
One of the most frequently utilized sources was the official Social Security website (SSA.gov), used by 64% of respondents. Meanwhile, although most people relied on their employer-sponsored ...
American Society of Pension Professionals & Actuaries3d
A Close Look at PBGC Single-Employer Plan’s Good News
The news concerning the Pension Benefit Guaranty Corporation's single-employer insurance program is especially good lately; ...
American Society of Pension Professionals & Actuaries2d
Want to Weigh in on Pre-Approved Letter Applications?
If you have something to say about the IRS online letter applications for pro-approved plans, now is your chance. The IRS is accepting comments on the applications. If you have something to say about ...
American Society of Pension Professionals & Actuaries4d
Washington Retirement Policy: What’s Happening?
American Retirement Association CEO Brian Graff and the president and CEO of the Employee Benefit Research Institute discuss the current retirement system, as well as EBRI's mission and its role in ...
American Society of Pension Professionals & Actuaries6d
Nevin & Fred Ponder Pension Risk Transfers and Data Protocols
As interest rates rise, so has interest in pension risk transfers (PRTs) — and litigation. Nevin & Fred take a look at what’s underlying (and undermining) that focus, as well as a new suit alleging ...
American Society of Pension Professionals & Actuaries12d
IRA Ownership, Balances Growing Steadily: CRS
In a hopeful sign regarding saving by younger generations, the CRS data by age group shows that between 2019 and 2022 the ...
American Society of Pension Professionals & Actuaries5d
No Early Withdrawal Penalty for Fraud Victims if New Bill Enacted
Rep. Haley, who sits on the House Education and Workforce Committee, on March 14 introduced the No Penalties for Victims of Fraud Act ( H.R. 2163 ), which would waive the 10% early withdrawal penalty ...
American Society of Pension Professionals & Actuaries4d
First 403(b) Day Inaugurated April 3
The first 403 (b) Day, an event that will focus on retirement saving by employees of nonprofits, will be held for the first time on April 3 to celebrate and promote retirement savings plans for ...
American Society of Pension Professionals & Actuaries5d
Auto Enrollment in New Jersey May Expand
A bill before the New Jersey Assembly would expand auto enrollment in the Garden State by permitting governments at all levels to adopt automatic enrollment when a deferred compensation plan provision ...
American Society of Pension Professionals & Actuaries5d
PBGC in Compliance with Payment Integrity Information Act, Says OIG
The Pension Benefit Guaranty Corporation (PBGC) was in compliance with the Payment Integrity Information Act of 2019 (PIIA) in fiscal year 2024, according to a report the Office of the Inspector ...