The way that retirement is financed has changed, and there are new seats at the table — one of which is for guaranteed lifetime income. What role does it play in a new retirement world?

Amy Shuart is the new Chair of the Social Security Advisory Board, having been appointed by President Trump to that position on Nov. 12. She is the youngest Chair in the history of the SSAB.

What challenges face Americans in retirement? In a companion to its annual How America Saves report, Vanguard has now introduced the inaugural How America Retires report, which analyzes plan data and ...

There is a generational gap and gender divide among small business owners when it comes to retirement plan readiness and the perceived importance of offering a plan, according to a new survey.

What is the proper accounting in a plan’s initial year of deposits made before year end when the valuation date is the last day of the plan year? Recently there was a discussion among the ASEA google ...

Whither the retirement plan environment? None other than three former Assistant Secretaries of Labor for the Employee Benefits Security Administration have offered their insights on some key matters ...

The PBGC has posted the present maximum guarantee values for 2026, present values applicable to benefits with annuity starting dates in 2026.

Editor’s Note: This is the second part of a two-part series that concerns matters with which retirement professionals must contend. Part I is here. Recently, I shared a list of things that make me ...

Plan sponsors have…papers, lots and lots of papers. Well, they used to. Now they have mostly digital documents, but how many still have paper files in cabinets somewhere going back to the beginning of ...

An ounce of prevention is worth a pound of cure, we are told. But it’s a bit more nuanced for retirement plans and those who serve them. In that case, prevention means compliance, and security, and ...

In 2026, the Roth catch-up provision comes into effect on a “good faith” basis. It’s one of the trickier rules to implement, and there are some hidden implementation issues that fiduciaries should ...