Conventional wisdom is that student loan debt complicates saving for retirement. Are those mutually exclusive goals, or can they be pursued in tandem?

Whither the Pension Benefit Guaranty Corporation in 2025? Did it still show a positive balance, or did it lose ground? The Congressional Research Service takes a look.

The Pension Benefit Guaranty Corporation has issued a proposed rule that would amend its rules on recoupment of benefit overpayments made under its single-employer insurance program.

The Social Security Administration should prioritize recommendations related to disability overpayments, online access to benefits, and information technology oversight the Government Accountability ...

At this time of year, you hear a lot of talk about the “unalienable” rights of “life, liberty, and the pursuit of happiness.” That wasn’t written with retirement plans in mind; still, to my ears it ...

Employers have a bigger role than originally thought when Congress created these Trump Accounts last year. And in plain English: this is baby’s first IRA.

The IRS has updated the list of the required modifications (LRM) for defined benefit plans. The refreshed list takes into account changes in the plan qualification requirements, regulations, revenue ...

Social Security Administration Commissioner Frank Bisignano in a recent report to the chairs of the House and Senate Appropriations Committees highlighted changes that have been made at the agency he ...

There is work to do in heightening individuals’ planning and preparation for retirement, says a new study that examined how 401(k) participants are approaching the transition from saving for ...

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 ...

In its comment letter, the American Retirement Association (ARA) urged the IRS to clarify, among other things, that a plan may auto-escalate by more than one percentage point per year and may choose ...

Does annuitization in a single-employer DB plan whose participants are plan sponsor employees have to be reported as an active participant reduction? The PBGC tells us in Opinion Letter 26-001.