In building retirement income devices and innovating to do so, Weigand advocated a thoughtful approach, remarking, “We can do anything, but should we do everything?” Curran, too, suggested such a ...

According to the Schroders 2024 U.S. Retirement Survey, more than a third (36%) of investors participating in a 401 (k), 403 (b) or 457 workplace retirement savings plan would invest in private equity ...

While the rule is stayed by the federal courts, a five-part test from 1975 which says advice must be rendered on “a regular basis” to be covered by ERISA remains in effect. The “regular basis” prong ...

When asked which option best describes what they would like their employer to do when it comes to helping them create a plan for generating income in retirement, a “slight nudge” was the favored ...

Social Security was put in place nearly 90 years ago to provide a safety net of sorts. There is voluminous research about its effects on those most directly intended to be caught by that net — among ...

The 2024 ASPPA Annual Conference kicked off with heartfelt reflections, inspiring challenges, and leadership transitions. Current ASPPA President Amanda Iverson welcomed attendees, offering her ...

Cybersecurity. The OIG says that the PBGC should retire all end-of-life products, utilize valid certificates, and require strong user administration passwords to ensure it “has the best defense ...

A general session involving Washington heavy hitters that took place on Tuesday morning at the ASPPA Annual Conference in Orlando, Fla., focused on sports metaphors and regulatory priorities at the ...

President Jeff Acheson called the American Society of Pension Professionals and Actuaries Annual Conference (ASPPA Annual 2024) to order on Sunday afternoon in Orlando, Fla., with a bang of the gavel ...

At the 2024 ASPPA Annual Conference, Bob Kaplan and Robert Richter discussed the opportunities and challenges of recent legislative changes.

According to EBSA, an important premise of the QPAM exemption is that the potential for conflicts of interest is reduced when transactions involving plan and IRA assets are handled by an independent ...

Join us October 20-23 at the Hyatt Regency Orlando for the ASPPA Annual Conference, where “The Journey to…” represents your unique path to professional achievement. We'll be there from the start until ...