Voya Financial announced just after the new year began that it has completed its acquisition of OneAmerica Financial’s full-service retirement plan business. As a result of the acquisition, Voya’s ...

The Pension Benefit Guaranty Corporation (PBGC) has issued a final rule adjusting for 2025 the civil penalties for failure to provide certain notices. More specifically, the penalties are for failure ...

A spokesperson for the National Conference on Public Employee Retirement Systems added "since the effective date of H.R 82 [the Social Security Fairness Act] is after December 2023, by law SSA has to ...

under the PBGC’s disaster relief policy, when the IRS extends the Form 5500 due date for plans affected by a disaster, the PBGC automatically extends the premium filing due date for any plan that is ...

President-elect Trump has announced that he will nominate Ken Kies to be Assistant Secretary for Tax Policy and head tax policy for the U.S. Treasury Department. President-elect Trump has announced ...

A new report suggests that business models may need to be adapted in order for retirement plan professionals to be prepared for the ever-expanding multigenerational “Great Wealth Transfer” set to ...

The Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) have been repealed under the Social Security Fairness Act, which was signed into law on Jan. 5, 2025.

Longevity is related to income, suggests a report published by the Social Security Administration’s (SSA) Office of the Chief Actuary. It shows that death rates for Social Security beneficiaries vary ...

Contributions to 401(k)s made modest gains in 2023 as employers and participants reversed the trend of the year before, when they contributed less to their plans than they had in 2021. This according ...

Most financially-focused New Year’s Resolutions focus on spending (less) or saving (more) —and the really thoughtful ones do both — all tied around the development of a budget that aligns what we have ...

The IRS has issued an updated version of Form 15397, “Application for Extension of Time to Furnish Recipient Statements.” The form is relevant to information reporting concerning IRAs. For instance, ...