One-participant plans and foreign plans use the Form 5500-EZ, Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan, to report concerning the most ...

The 20-page letter apparently was sent to BlackRock, StateStreet, Invesco, JPMorgan, Goldman Sachs and Morgan Stanley.

Daniel Aronowitz has been officially nominated by the White House to become next Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA). He is the President of Euclid ...

Student loan matching is a game-changer for retirement benefits, allowing employers to provide meaningful financial relief while strengthening their workforce. With clear IRS guidance and flexible ...

“Employer-sponsored DC plans have helped American workers achieve long-term saving goals for decades with favorable features ...

The Department of Labor released the 2025 update to the Voluntary Fiduciary Correction Program (VFCP) including a new self-correction component, first introduced in the November 2022 proposal. Join ...

Eligible Gen Z and Millennial savers could see a double-digit increase to their retirement wealth from the Saver's Match under certain scenarios, according to new research. And single women and ...

That said, a recent survey by Principal takes that to a whole new level.

Will your 401(k) be chopped by the Chiefs — or will it soar with the Eagles? That’s what adherents of the so-called Super Bowl Indicator[1] would likely conclude, after all. It’s a “theory” that when ...

The curriculum provides thorough training in 401(k) plan management and plan compliance and testing. Earning the QKA ® credential proves that you have met the national standard for all professionals ...

Brad Campbell, former Assistant Labor Secretary for the Employee Benefits Security Administration (EBSA) and currently a Partner with legal powerhouse Faegre Drinker, joined Graff for a frank ...

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) ...