Links

Retirement plans come with a lot of moving parts - and plenty of noise. To save you the chase, we’ve pulled together the most reliable places to look: regulators, research groups, calculators, and professional organisations. All in one spot, so you don’t waste time guessing what’s credible.

Key Resources

IRS Retirement Plans Page

General rules, plan types, contribution limits, correction programs, etc.

Department of Labor EBSA (Employee Benefits Security Administration)

Fiduciary responsibilities, participant rights, plan reporting info.

PBGC (Pension Benefit Guaranty Corporation)

Defined benefit plan insurance information and premium filings.

Research & Reports

EBRI (Employee Benefit Research Institute)

Solid research on participant behavior, savings trends, retirement readiness.

GAO Retirement Reports

Government audits and deep dives into retirement system effectiveness.

Social Security Administration – Retirement Benefits Info

Important for full-picture retirement education.

Tools & Education

Bankrate Retirement Calculators

User-friendly tools for savings, retirement age planning, etc.

Investor.gov – SEC's Education Hub

Plain-language info on investing, avoiding fraud, and financial literacy.

Industry & Professional Orgs

American Retirement Association (ARA)

Home to ASPPA, NAPA, ASEA, and industry updates.

Accounting Today – Retirement Section

Useful for CPAs — especially small firm partners — staying current on plan-related tax and compliance matters.

NIPA (National Institute of Pension Administrators)

Focuses on education and credentialing in the TPA space.