Be creative. Hoying remarked at the session offering tips and strategies that models are emerging regarding how different services affect different industries; McKay, at the best practices session ...

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 ...

Opinion letter applications were filed with the IRS for the second remedial amendment cycle (Cycle 2) under the remedial amendment cycle system for 403 (b) pre-approved plans established under Revenue ...

President-elect Trump on Nov. 22 announced that former Rep. Lori Chavez-DeRemer (R-Ore.) and hedge fund manager Scott Bessent are his nominations to serve as Secretary of Labor and Treasury Secretary, ...

Retirees started claiming Social Security before their full retirement age. Retirees currently receiving Social Security started at age 63 (median) which translates to a lower monthly benefit than if ...

Participants. Panelists evinced a belief that the ability to have income during retirement is a good thing for participants. “It’s in the best interest of participants,” said Faustino. Sclafani ...

This targeted training enhances understanding of 401(k) plan setup, maintenance, and compliance, focusing on effective client engagement. Earning the QKS Credential showcases your knowledge in 401(k) ...

The QKC program focuses on complex 401(k) topics, training seasoned staff to administer advanced plans. It covers the skills you’ll need to amplify client satisfaction (including the plan sponsors and ...

You can become an Affiliate Member by completing the below form titled "Affiliate Membership Application". Once you get on a credentialing track that’s right for your career path and you’ve satisfied ...

The IRS also notes that IRA holders have until April 15, 2025 — the due date for filing 2024 tax returns — to set up a new IRA or add money to an existing IRA for 2024. It adds that both Roth and ...

Health savings accounts (HSAs) show growth by many metrics, says the Plan Sponsor Council of America (PSCA). And it comes as no surprise that they also report that efforts to educate employees about ...

A new study shows how a proposed government-run retirement program said to increase coverage could actually undermine the nation’s retirement readiness. A new study shows how a proposed government-run ...