Challenges and opportunity — both are reality for retirement retirement plans and those who serve them, and speakers at the opening of the recent SPARK Forum captured the theme. “The challenge before ...

The American Retirement Association pointed out in its letter that the IRS only clarified what happens when a non-grandfathered plan joins a MEP: its status remains and does not affect the status of ...

Plan sponsors have a choice in the cashout policy they adopt. Currently, a quarter of all respondents allow participants to ...

Innovative and forward-thinking practices are key to increasing participation in retirement plans and expanding retirement plan coverage, experts suggest.

Mayo says that an employee must have a choice to make their catch-up contributions on a Roth or traditional basis if they earn less than $145,000 and this has been the IRS’s position. “I believe this ...

Republican control of the Executive Branch, as well as both chambers of Congress, could have significant ramifications for retirement and tax policy issues, but a few questions do still remain. As of ...