Editor’s Note: Richard Block and Kevin Donovan have been kind enough to revise and correct our previous report on their April 9 Enrolled Actuaries session in which they shared their insights into ...

I was recently called on by one of our members to settle a disagreement over the SECURE 2.0 employer contribution tax credit …to which my immediate reaction was “don’t threaten me with a good time!” ...

Editor’s Note: This is Part I of a two-part series concerning the financial readiness of those who are retiring this year to embark on their new phase of life. The class of ’26 is embarking on a grand ...

How much does the threat of being sued affect plan sponsors' plan design and administrative decisions? Mitigating litigation risk is frequently top of mind for plan sponsors, especially for larger ...

Changes are afoot regarding how broker-dealers may qualify to serve as nonbank trustees or custodians for retirement savings vehicles. The IRS has issued guidance that applies to holding certain types ...

On March 30, the Department of Labor issued a proposed regulation on fiduciary duty that outlines general principles, provides a safe harbor, and provides examples of prudent and imprudent fiduciary ...

Most adults nearing retirement do not have a specific plan to avoid running out of money in retirement, according to a recent study. A survey published by AARP found that also found that drawdown ...

June brings ASEA exciting opportunities to stay informed, connect with industry leaders, and make the most of your ASEA membership.