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While plan fiduciaries have been successful of late in fending off forfeiture reallocation suits, a new one has just been filed. Learn more: ow.ly/toxv50WqyPe #RetirementPlanning #401kPlans #SmallBusinessFinance

The @IRS on July 16 issued guidance on withholding and reporting concerning uncashed retirement plan distribution checks. The guidance came in Revenue Ruling (Rev. Rul.) 2025-15. Read more: ow.ly/rWt650WrbO5 #IRSUpdates #TaxGuidance #RetirementPlans

The deadline for filing the Form 5500 Series for 2024 calendar-year plans is right around the corner. Read more: ow.ly/gj2C50WrbMF #Form5500 #TaxCompliance #RetirementPlanFiling

While the sweeping tariff policy announced in April didn’t appear to have an immediate impact on the 2026 Social Security COLA projections, that might be changing, albeit incrementally. Read more: ow.ly/fc2550Wrc5h #SocialSecurity #COLAUpdate #RetirementPlanning

Optimism mixed with uncertainty defines many retirement savers. A recent analysis offers strategies for effective lifetime income options. Read more: ow.ly/KfEv50Wrc8X #RetirementSavings #LifetimeIncome #FinancialWellness

Contribute to PSCA’s 403(b) survey by August 8 for 2 CE credits and free access to the report! Help shape the future of 403(b) plans! psca.org/industry-conte… #403bPlans #RetirementSurvey #PSCA

JPMorganChase launches a new retirement solution for solo entrepreneurs and the self-employed! Read more: ow.ly/O6Lm50WrQcj #RetirementPlanning #SoloEntrepreneur #SelfEmployed

Addressing priorities and anticipating needs is key for retirement plan pros to serve clients effectively. Check out these tips! Read more: ow.ly/ok5c50WrQiY #RetirementPlanning #SoloEntrepreneur #SelfEmployed

Addressing priorities and anticipating needs is key for retirement plan pros to serve clients effectively. Check out these tips! Read more: ow.ly/ok5c50WrQiY #RetirementPlanning #SoloEntrepreneur #SelfEmployed

On July 17, the Senate HELP Committee discussed portable workplace benefits for independent workers, focusing on health care and retirement. Learn more: ow.ly/RkQL50WrQuN #SenateHearing #WorkplaceBenefits #IndependentWorkers

📊 Join the 2025 State of Defined Contribution Retirement webcast next week and earn 1.2 CE credits! 🔗 Save your seat: ow.ly/KsSF50WgjC8 🤝PNC Bank #RetirementPlanning #401k #PSCAWebcast #DefinedContribution #ContinuingEducation

Most plans do not offer real estate investment options in their core lineup. Learn more: ow.ly/xZ7a50Wtkof #FinancialPlanning #BusinessFinance #RetirementSavings

The PSCA CE Cycle ends on December 31. Take a moment to review your progress and avoid the year-end scramble. ✅ Stay current, stay compliant: ow.ly/fn8X50Wq5hm #PSCA #ContinuingEducation #RetirementIndustry

A paper by National Bureau of Economic Research (NBER) shows new retirement plan sponsors often miss out on startup tax credits. Learn more: ow.ly/LYpt50Wtkl1 #RetirementPlans #StartupTaxCredits #SmallBusinessTips

Just after the House approved a regulatory framework for payment stablecoins, President Trump signed the legislation into law. Learn more: ow.ly/WAb150Wtks4 #FinancialPlanning #BusinessFinance #RetirementSavings

Just after the House approved a regulatory framework for payment stablecoins, President Trump signed the legislation into law. Learn more: ow.ly/WAb150Wtks4 #FinancialPlanning #BusinessFinance #RetirementSavings

Congress introduced the "Small Nonprofit Retirement Security Act" offering a $5,000 tax credit for three years plus $500 for auto-enrollment. Learn more: psca.org/news/psca-news… #NonprofitNews #RetirementSecurity #TaxCredits

New NBER research shows most retirement plan sponsors are unaware of available startup tax credits. Learn more: ow.ly/3unx50Wu0c5 #RetirementPlans #SmallBusinessTips #StartupTaxCredits

ARA CEO Brian Graff emphasized that retirement planning is a bipartisan issue, something that must continue during the #NAPA401kSummit this week. Read more: ow.ly/BttI50Wu0wI #RetirementPlanning #BipartisanSolutions #FinancialWellness

The inclusion of private market investments in 401(k)s is a hot topic in retirement plan product and policy circles. Learn more: ow.ly/PrbE50Wu0BO #RetirementPlanning #401kInvesting #RetirementPolicy