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 ...

The IRS intends to issue opinion letters on Nov. 29 — or, as soon as possible thereafter — for certain 403(b) pre-approved plans. The news came in IRS Announcement 2024-38. More specifically, the IRS ...

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, ...

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 ...

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 ...

Digital technology is a bit of a double-edged sword, presenting opportunities for greater access and customization of financial education and products for consumers but at the same time posing risks.

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 ...

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) ...

Early in 2024, the IRS had announced that it was postponing electronic filing of the Form 5558 through the Department of Labor's (DOL) EFAST 2 system until Jan. 1, 2025. It said the delay was due to ...

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 newest digital edition of ASPPA’s members-only magazine has been posted online! Sayers of sooth sometimes warn of a retirement crisis. But it could be that the doomsday warnings are premised on ...