In a “live” version of the Nevin & Fred podcast at the Strategic Retirement Partners (SRP) annual conference, Nevin Adams and Fred Reish, along with Bonnie Treichel and Tom Clark, cover recent ...

The digital Fall 2024 edition of Plan Consultant, ASPPA’s members-only magazine, has been posted online! It offers insights from industry experts, key information, and more. The digital Fall 2024 ...

This year’s ASPPA Annual features: Year in Review: Opening remarks by American Retirement Association President Jeff Acheson and ARA President-Elect Marjorie Mann, and a year-in-review of all things ...

The per-participant rate for flat-rate premiums, the per-participant cap, and the per-participant rate for flat-rate premiums ...

It notes that an endowment strategy typically hedges longevity risk but provides lower income levels, while a drawdown strategy can provide higher income, but usually at the cost of longevity risk – ...

As retirement advisors are well aware, the end of our working lives inevitably hits different people at different times, and in different states of readiness. But we all know that it’s a “landfall” ...

Send a disclosure to the SIMPLE IRA eligible employees regarding the termination of the SIMPLE IRA and establishment of the safe harbor plan. Employers can use a variation of the summary description ...

The Pension Benefit Guaranty Corporation (PBGC) on Oct. 18 posted the maximum monthly guarantee tables for single-employer plans that fail in 2025. When the PBGC becomes trustee of a pension plan, it ...