Quarterly meetings with the recordkeeper are still the most frequent, but only done by 37.0 percent of organizations, ...

In a hopeful sign regarding saving by younger generations, the CRS data by age group shows that between 2019 and 2022 the ...

In considering a (nother) motion to dismiss by the Cisco defendants, the court provided a brief history of the case; that on Aug. 11, 2023, the Court granted Cisco’s motion to dismiss the complaint ...

The model notice lets a plan participant know that the plan sponsor has applied to participate in the DOL’s VFCP regarding the plan, and explains that the program is voluntary and is intended for plan ...

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 ...

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) ...

There are six generations in the workforce today, and Gen Z is the newest. And they merit special attention, argued an industry expert at a recent summit. “Think about how different generations invest ...

February can be unpredictable, and the fortunes of private-sector pension plans were no exception this year. Recent analyses of how they fared in February are unanimous that by some measures they lost ...

The American Society of Pension Professionals & Actuaries (ASPPA) - along with ASEA, NAPA, NTSA, and PSCA - comprise the American Retirement Association, the premier national organization for ...

Who decides when money can come out of a retirement plan? When can the participant take money out? How much is available for distribution? What payment types are available? What is the amount subject ...

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 ...

Member shall not engage in any Advertising with respect to Professional Services that the Member knows or is reasonably expected to know are false. A Member shall be knowledgeable about this Code, ...