In September, the Department of Labor (DOL) said it would be revisiting the definition of fiduciary adviser, with the aim of issuing a new rule in 2026. The Retirement Security Rule, as it was known ...

Fixed-rate withdrawal strategies for retirement spending like the 4% rule are challenged by a study which instead proposes a framework for decumulation centered around a ladder of Treasury ...

New York’s Auto-IRA program is expected to launch soon. Here's a look at some things employers need to know before it does.

Are plan sponsors ready for the SECURE 2.0 Act provision requiring Roth treatment of catch-up contributions for high earners?

New research by Vanguard confirms what has been said time and again — that workers with access to a defined contribution plan are at a significant advantage in reaching their retirement savings goals.

For the third time running, an “analysis” of extrapolated and imputed data and assumptions — compounded — claims that roughly 20% of all 401(k) assets are…forgotten. Now, you’d think that a number ...

The Fall 2025 digital edition of Plan Consultant, the quarterly magazine that serves ASPPA, is live and available!

How did private-sector pension plans fare in the third quarter? Was it a field goal or a touchdown? Was it a little of both?

Taking a loan from one’s defined contribution plan is literally borrowing from the future. It’s taking a risk, so it’s something that only takes place for a very good reason. What might those reasons ...

Employees can better take advantage of available benefits if they understand them well. Accordingly, the Plan Sponsor Council of America has released educational resources to help employers inform ...

How did state auto-IRAs do in the first half of 2025? The best illustration of their performance is the big three — the programs that are the longest-lived and so far the largest in registration, ...

The ongoing government shutdown will delay the release of the September consumer price index report, which in turn also could affect the announcement of the Social Security cost-of-living adjustment ...