The Employee Benefits Research Institute (EBRI) has found that a majority of retirees believe they saved enough to cover their expenses. Still, while for a small percentage their spending outstrips ...

The Department of Labor (DOL) will be able to fill out its Lost and Found database with information from the Form 8955-SSA. The data from this form will be used along with that voluntarily turned over ...

The Retirement Simplification and Clarity Act (H.R. 10467) was introduced Dec. 18 by Rep. Jimmy Panetta (D-Calif.) and cosponsored by Rep. Darin LaHood (R-Ill.), who are both members of the powerful ...

Certain portions of future regulations that will put the proposed RMD regulations in final form will apply beginning in the 2026 distribution calendar year, the IRS says in Announcement 2025-02.

The Pension Benefit Guaranty Corporation (PBGC) on Dec.19 issued final regulations on the allocation of assets in single-employer plans in 2025. The final regulations also provide the mortality ...

Recoupment of benefits overpayments. This proposed rule would improve the PBGC’s rules on recoupment of benefits overpayments. The IRS on Oct. 15 had issued similar guidance in Notice 2024-77 to ...

Another employer has been sued for its pension risk transfer (PRT) choice — alleging not only that a breach of fiduciary duty put pensions at risk, but that there were conflicts of interest in the ...

Ali Khawar, Principal Deputy Assistant Secretary of the Department of Labor’s Employee Benefits Security Administration (EBSA) will leave that post when President Trump is inaugurated, the agency ...

The IRS has issued the covered compensation tables that will be effective Jan. 1, 2025. The new data is contained in Revenue Ruling (Rev. Rul.) 2025-2. This revenue ruling provides tables of covered ...