Plan Sponsor Council of America

Plan to join us and keynote speaker, Adam Smiley Poswolsky, in Las Vegas to learn more about belonging and the future of work. Retirement #plansponsors play a key role in shaping company culture. Register and learn practical and actionable tools you can bring back to your teams: https://lnkd.in/eKXNzsHR 🤝TIAA #PSCANational #retirementplanning #humanresources #workculture

“Am I a fiduciary?” Will Hansen, Lisa Gomez, and Fred Reish discussed what it means at the Qualified Plan Fiduciary Summit in Overland Park, Kansas, on Tuesday. Read more: https://ow.ly/6t5y50VCsQF #FiduciarySummit #WealthManagement #Fiduciary

Asserting that a recent excessive fee suit is “just one of many in a wave of ERISA class-action complaints designed to extract costly settlements…” — the U.S. Chamber of Commerce and a couple of retirement trade associations have weighed in on behalf of the fiduciary defendants. Read more here 🔗https://ow.ly/naAl50VBUII #ERISA #Litigation #RetirementFunds

The Department of Labor recently requested additional time to determine its next steps on the consolidated federal court case challenging the retirement security rule finalized under the Biden administration. Read more here: https://lnkd.in/eGDj3B9E #FederalCourt #LaborDepartment #EmploymentLaw

Ready to make the most of your Health Savings Account (HSA)? Join us at #PSCANational to discover how to make HSAs drive greater impact for your financial future. Learn strategies for long-term growth and success! 🔗https://lnkd.in/e3KhF3JZ #HealthSavingsAccount #PSCAConference #FinancialPlanning

I will be speaking at the 2025 Plan Sponsor Council of America National Conference! Please join me on May 2nd for my session, Navigating the Lifetime Income Landscape. We will discuss why you should consider adding lifetime income, what are your fiduciary responsibilities, and what has been the experience of plan sponsors that are offering lifetime income.

Something else that declines as we age? Financial literacy. A new paper from a high-profile researcher at the Wharton School of the University of Pennsylvania Professor found that as people age, their financial literacy acumen declines. Read more here: https://lnkd.in/eBUAFqDP #AgingWell #PersonalFinance #WealthManagement

Looking to connect with peers and mentors in the retirement industry?🤝 ☕The ARA Community Virtual Coffee is open to all ARA sister organization members. Build meaningful relationships and engage in conversations about growth, visibility, and success. Register today: https://ow.ly/FtT050VB3V1 #ARA #VirtualCoffeeChat #RetirementInsights

While the across-the-board tariff policy announced in early April didn’t necessarily have an impact on the current projections for the 2026 Social Security COLA, that could change in the coming months. Read more here 🔗https://ow.ly/iWv750VBRT6 #TariffPolicy #COLA #TaxPolicy

Tariffs imposed by the Trump administration in recent weeks have caused sharp declines and high volatility in securities markets, especially in equities. How should retirement investors respond? Read more here 🔗https://ow.ly/ZxpY50VBR8I #InvestingTips #RetirementPlanning #TrumpTariffs