Voya Financial announced just after the new year began that it has completed its acquisition of OneAmerica Financial’s full-service retirement plan business. As a result of the acquisition, Voya’s ...

The PBGC has issued a final rule setting the 2025 civil penalties for failure to provide certain notices, other material information, and certain multiemployer plan notices. The Pension Benefit ...

A spokesperson for the National Conference on Public Employee Retirement Systems added "since the effective date of H.R 82 [the Social Security Fairness Act] is after December 2023, by law SSA has to ...

The PBGC Board of Directors selected Henderson as the agency’s Participant and Plan Sponsor Advocate, whose appointment becomes effective on Jan. 12. She replaces Constance Donovan, who retired in ...

under the PBGC’s disaster relief policy, when the IRS extends the Form 5500 due date for plans affected by a disaster, the PBGC automatically extends the premium filing due date for any plan that is ...

A new report suggests that business models may need to be adapted in order for retirement plan professionals to be prepared for the ever-expanding multigenerational “Great Wealth Transfer” set to ...

President-elect Trump has announced that he will nominate Ken Kies to be Assistant Secretary for Tax Policy and head tax policy for the U.S. Treasury Department. President-elect Trump has announced ...

The QKC program focuses on complex 401(k) topics, training seasoned staff to administer advanced plans. It covers the skills you’ll need to amplify client satisfaction (including the plan sponsors and ...

Longevity is related to income, suggests a report published by the Social Security Administration’s (SSA) Office of the Chief Actuary. It shows that death rates for Social Security beneficiaries vary ...

The IRS has issued an updated version of Form 15397, “Application for Extension of Time to Furnish Recipient Statements.” The form is relevant to information reporting concerning IRAs. For instance, ...

It’s that time of year —industry stakeholders are offering their predictions on what trends will have a significant impact on the retirement industry. And one such report predicts that in-plan ...

This targeted training enhances understanding of 401(k) plan setup, maintenance, and compliance, focusing on effective client engagement. Earning the QKS Credential showcases your knowledge in 401(k) ...