According to Cerulli’s survey of defined contribution investment-only (DCIO) asset managers, 16% anticipate that AI's impact on legal document summaries will be “significantly positive,” with 23% ...

Inertia is a powerful force regarding behavioral finance and automatic enrollment, it has long been noted — but it may have limits, according to a new study. Coverage of the report — titled “Smaller ...

It could take a year or longer to fully implement the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), says the Social Security Administration (SSA). The SSA has ...

Bills before the legislatures of two states would create a defined contribution plan for new state employees, as well as expand the retirement plan options from which their public employees may choose ...

The Department of Labor’s Employee Benefits Security Administration (EBSA) could face a fiscal cliff in March — which could spell a significant cutback in services and enforcement. In March, funding ...

Two options. Effective Jan. 1, 2025, the Form 5558 can be filed electronically through EFAST2 or it can be filed on paper and mailed to: Department of the Treasury, Internal Revenue Service Center, ...

The spreadsheet lists the PBGC as one of the agencies required to provide information by Feb. 7, noting that the PBGC provides pension plan termination insurance. However, it does not break down the ...

Hope you all had a wonderful holiday season and 2025 is starting out great! New Year’s falling mid-week had my clients on full blast ready to go the following Monday. I give my quarterly thanks to ...