Administration

Recordkeepers and payroll providers met to decide on workflow to establish implementation processes for SECURE 2.0 Roth catch-up mandates.

Employees whose employers offer educational assistance programs can use them to help pay student loan obligations until at least December 2025, according to the IRS.

Eight major organizations highlighted the need to clarify provisions related to automatic enrollment in PEPs, distributions for terminally ill participants, student loan matching and more.

The new coalition, an offshoot of the IRS’s Security Summit group, will work to reduce tax scams during the 2025 filing period.

People at or near retirement age are being targeted in hybrid scams involving imposter Social Security Administration employees. 

With the tropical storm causing extensive damage to homes and neighborhoods in the eastern US, plan participants can take out special disaster distributions from their retirement accounts if...

The Department of Labor will move digital content to USA.gov in September to streamline information about federal benefits, including Social Security and Medicare.

Meanwhile, the House Appropriations Committee recently proposed a budget that contained sharp cuts to the Employee Benefits Security Administration’s funding. 

The introduction of the bill comes after a similar proposal was passed by the House of Representatives on March 8. 

Plan sponsors have a number of factors to consider when comparing investment, insurance and drawdown options for their participants. 

The system comes shortly after the DOL amended a rule to include Chapter 7 bankruptcies. 

Deva Kyle, an experienced employee benefits expert, was nominated to become the next director of the Pension Benefit Guaranty Corporation.

When dealing with employers going through a merger or acquisition, recordkeepers need to be flexible and offer a wide range of services, new research from Escalent finds.

Recorded sessions provide valuable insights and education on plan administration and compliance, equipping plan sponsors with the knowledge needed to help employees achieve positive financial outcomes.

Strong committees can serve both as a boon for participants and protection for audit and litigation risk, according to panelists at this year’s PLANSPONSOR National Conference.

A new report explains that the consumer price index for the elderly would need to be revamped before it could be used for any official purpose.

The Department of Labor remains focused on creating a missing participants database, as well as providing guidance on cybersecurity and lifetime income, according to the head of EBSA. 

The organization representing employment benefit leaders seeks clarity for a number of items in the SECURE 2.0 Act.

Retirement plan and benefit disclosures should only be given to participants if they contain actionable information, industry groups say.

An ‘isolated email error’ caused Walmart retirement plan participants’ names and Social Security numbers to be exposed.