Social Security benefits are critical for most of us, so it's well worth understanding what to expect and what your Social Security Statement tells you. Each worker has a Social Security Statement, ...

Tax season is in full swing, and if you haven't already filed, it's time to get prepared to do so. Social Security beneficiaries might not have to file taxes this year, but whether you do depends on ...

I was scanning headlines recently and saw that the Department of Labor (DOL) had issued “good faith” guidance regarding SECURE 2.0’s paper benefit statement requirement. My initial reaction was, “Are ...

The DOL recently issued proposed retirement plan electronic disclosure regulations implementing provisions of the SECURE 2.0 Act of 2022 requiring that plan sponsors provide paper benefit statements ...

The U.S. Department of Labor (DOL) issued proposed regulations (available here) on February 25, 2026 (2026 Proposed Regulations) that modify the rules for the delivery of retirement plan statements to ...