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A report from Schwab Retirement Plan Services shows that worker attendance at educational sessions about 401(k) plans and other financial topics reached new heights in 2022, writes Ted Godbout in MarketBeat. He continues that virtual live and on-demand sessions drove the most participation.  READ MORE
Tech Talk discusses how under Revenue Procedure 2021-30, certain failures cannot be corrected through the self-correction program (SCP) of the IRS Employee Plans Compliance Resolution System (EPCRS). READ MORE
Another target-date fund family has been…targeted…in a fiduciary breach suit that claims plan fiduciaries failed to prudently review—and remove—underperforming target-date funds. The target-date funds in question this time are the JPMorgan SmartRetirement series, while the plans in question are... READ MORE
A major cybersecurity breach involves one of the world’s largest pension funds. CalPERS announced last week that approximately 769,000 retired members and their families had personal information exposed in a “worldwide data security incident” that affected one of its contracted third-party vendors... READ MORE
The nuts and bolts of running a state program to provide retirement plan coverage to private-sector employees whose employers do not is occupying state governments' time lately.  Fine-Tuning the Retirement Savings Program Down East   The government of Maine has enacted a measure that adjusts its... READ MORE
PenChecks Trust Company of America and ASPPA are pleased to offer the tenth annual QKA Scholarship Program for ASPPA’s credentials, including the QKA, QKC, QPA, and CPC. The 2023 PenChecks Trust ASPPA Scholarship will be awarded to 14 individuals who make the most compelling case for how the... READ MORE
Editor’s Note: This is Part II of a 3-part series. Part I looked at five different comparisons; this installment looks at comparisons 6-10. Part I is here.  Round 6—Elective Deferral Maximum 401(k) Plans. The maximum elective contribution for 2023 is $22,500 plus $7,500 as an age 50 catch-up... READ MORE
The NTSA 2024 Elite Advisor Awards nominations are open. Nominate NTSA Financial Advisors with these attributes: best of the best innovative, unique, profound, successful educated, experienced, community-minded professionals specific, outstanding, unique accomplishments and/or contributions... READ MORE
While the SECURE Act and SECURE 2.0 seek to make it easier for small business to offer a retirement plan, many employers that do not offer coverage still appear to be clinging to the same reasons for not doing so, writes Ted Godbout in MarketBeat. READ MORE
Tech Talk discusses what a 403(b) plan sponsor may do through the self-correction program (SCP) of the IRS Employee Plans Compliance Resolution System (EPCRS). READ MORE