Ensuring plan fees are reasonable. Strong majorities of plan consultants and DC specialists consider it a priority to keep ...

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

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.

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 ...

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 ...

Summer has arrived in our nation’s capital, bringing with it a wave of legislative activity that’s making retirement policy as hot as the D.C. humidity! While lawmakers may be eyeing their summer ...

Three retirement plan industry and academic heavy hitters are out with a new paper that finds retirement investors' allocation preferences and accumulated savings become more diverse with age.

Connecticut’s program MyCTSavings has been in operation for three years, but the Nutmeg State’s legislature already has made some adjustments that expand its scope somewhat and fine tune its ...

The digital Summer 2025 edition of ASPPA’s quarterly magazine has just been posted o In our cover story, Theresa Conti and Chad Johansen focus on marketplace excitement over more recent developments ...

Recently there was another robust report on the state of American savings. This time it was Vanguard, more specifically their How America Saves 2025 report, one of my favorites be ...

Rollovers from defined contribution plans are the predominant way IRAs are funded — to the tune of 97% of them in 2022, and the numbers are only expected to grow. Therefore, understanding where this ...

ASEA focuses on the professional development needs of actuaries, maintaining the actuaries-only Google Group, and offering specialized conferences. ASEA members enhance ASPPA programs with actuarial ...