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 ...

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 ...

The Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) have been repealed under the Social Security Fairness Act, which was signed into law on Jan. 5, 2025.

The QKC program focuses on complex 401(k) topics, training seasoned staff to administer advanced plans. It covers the skills you’ll need to amplify client satisfaction (including the plan sponsors and ...

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 ...

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 ...

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 ...

It’s that time of year —industry stakeholders are offering their predictions on what trends will have a significant impact on the retirement industry. And one such report predicts that in-plan ...

This targeted training enhances understanding of 401(k) plan setup, maintenance, and compliance, focusing on effective client engagement. Earning the QKS Credential showcases your knowledge in 401(k) ...

You can become an Affiliate Member by completing the below form titled "Affiliate Membership Application". Once you get on a credentialing track that’s right for your career path and you’ve satisfied ...

You need 11/15 questions correct in order to pass A pass earns 3 CE Quizzes can only be accepted for credit if they are less than two years old Click the relevant ...

The Department of Labor (DOL) has announced that it has appointed five new members and leadership for the 2025 Advisory Council on Employee Welfare and Pension Benefit Plans —better known as the ERISA ...