As retirement advisors are well aware, the end of our working lives inevitably hits different people at different times, and in different states of readiness. But we all know that it’s a “landfall” ...

The per-participant rate for flat-rate premiums, the per-participant cap, and the per-participant rate for flat-rate premiums increased are increasing for 2025; the premium rate per $1,000 in unfunded ...

Send a disclosure to the SIMPLE IRA eligible employees regarding the termination of the SIMPLE IRA and establishment of the safe harbor plan. Employers can use a variation of the summary description ...

A drawdown withdrawal strategy paired with guaranteed income from a deferred annuity can provide a high level of retirement income, while maintaining adequate liquidity for retirees. So argues a new ...

When the CAA passed the House by 225-201, 226 of the House’s 435 members voted by proxy. The House had allowed members to vote by proxy since 2020 to allow members greater flexibility during the ...

Funding levels of private-sector pension plans remain strong for the year overall despite slight declines in the third quarter, say recent reports. Funding levels of private-sector pension plans ...

On average, Social Security retirement benefits will increase by about $50 per month starting in January. The estimated average monthly Social Security benefit payable in January 2025 will now be ...

The Plan Sponsor Council of America (PSCA), part of the American Retirement Association (ARA), is celebrating HSA Day with a free education campaign for employers. HSA Day, an event celebrated ...

September is a little bit of everything. It’s summer, it’s fall. Baseball season, football season. In like manner, the funding status of private-sector pension plans showed slight progress — or slight ...