The IRS has issued a major update to EPCRS. Rev. Proc. 2026-34 replaces Rev. Proc. 2021-30 and brings the SECURE 2.0 changes and interim guidance into a consolidated correction framework, while making ...
Defined benefit plans rarely stand still. This session will look at the developments from 2026 that are likely to affect plan design, funding, administration, and decision-making in 2027. We’ll ...
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 ...
Regulations implementing the automatic enrollment requirements for 401(k) and 403(b) plans under the SECURE 2.0 Act could be released in the very near future. The White House’s Office of Information ...
Missy Matrangola is the 2026 recipient of ASPPA’s Harry T. Eidson Founders Award. She received the award at an Oct. 19 session of the ASPPA Annual Conference in San Antonio. Matrangola founded ...
Sam Brandwein, 2026 President of the American Retirement Association (ARA), on Oct. 18 hailed the importance of the organization and its role as a bipartisan advocate for the retirement industry and ...
“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 ...
In the retirement plan industry, TPAs know that their success doesn’t happen in a vacuum. It’s built on strong relationships — and few are more critical than the partnership between TPAs and their ...
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 ...
Access to employer-provided retirement plan coverage is a key component of facilitating financially secure retirement for employees. But the benefits to employees are only part of the story, industry ...
Employees report feeling more positive about their wellbeing. But at the same time, they need and want support across all the moments that matter, not just during annual enrollment or when updating ...
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