Better meeting the needs of a client — and, in the process, better serving those who belong to a client’s plan — is the end goal of working with plan design. But time and tide wait for no man, and one ...

“I will look everybody in the eye from this room, and if we’re not changing, we’re not going to be in this room in 10 years,” Plan Design Consultants Inc. Partner and Director of Consulting Chad ...

Today, October 16, we celebrate National TPA Day and recognize the retirement plan professionals whose knowledge, dedication, and personal attention help keep our private retirement system working. It ...

The American Retirement Association (ARA) in a comment letter it recently filed expressed support for IRS and Treasury efforts to implement Saver’s Match contributions for employer-sponsored ...

Responsible parents might diligently save for a child’s college education from birth, only to find the funds elsewhere or realize the child's aptitudes suit something else — maybe Harley-Davidson ...

Is the retirement saving glass half full or half empty? Former Pension Benefit Guaranty Corporation (PBGC) Director Joshua Gotbaum at a recent panel discussion indicated that it may not be full, but ...

The Senate on Sept. 29 passed The Claiming Age Clarity Act, a measure that would rename the Social Security claiming ages (62, 67, and 70). It is intended to better describe their relationship, and — ...

In August, the Treasury Department issued proposed regulations on eligible investments in Trump Accounts. Those regulations outlined the fee structures and acceptable fund types. However, questions ...

Rules for a service intended to reduce retirement plan leakage and reconnect participants with small accounts are one step closer to finalization by the Employee Benefits Security Administration (EBSA ...

The Joint Board for the Enrollment of Actuaries seeks new members for its advisory committee. The Joint Board made the announcement on Sept. 4. The Joint Board for the Enrollment of Actuaries was ...

In 1926 the groundbreaking movie Metropolis, which envisioned a futuristic world whose automation and society were in sharp contrast to those times, was produced. Fast forward a century, and we have ...

What does it mean to have a 75% probability of success? I’ve never been particularly fond of the probability-of-success measures commonly used in retirement planning. It’s not that the calculations ...