How about some good news? The Investment Company Institute has reported that total U.S. retirement assets hit a new record high at the end of the second quarter. According to the organization’s report ...
Bit by bit, more states are providing auto-IRAs that provide retirement plan coverage to people whose private-sector employers do not. The effect they have on their participants is obvious. But what’s ...
Employers are expanding their Roth offerings, according to data from the PSCA’s 68th Annual 401(k) Survey. In fact, they found that the percentage of plans offering a Roth contribution option climbed ...
The Department of Labor’s (DOL) Employee Benefit Security Administration (EBSA) can resume its policy agenda now that the 43-day shutdown is in the rear-view mirror. Recent actions and EBSA’s most ...
A session of the Employee Benefit Research Institute’s (EBRI) Dec. 11 symposium concerned Gen X and the degree to which its members are — or are not — ready for retirement. In that session, LinkedIn ...
The government is happy to oblige — it has released informational copies of the Form 5500 Series for reporting about 2025 plan years. On Dec. 15, the U.S. Department of Labor (DOL), IRS, and Pension ...
The American Retirement Association (ARA) in a statement for the record has called on Congress to adopt legislation that would help expand retirement plan coverage for people who still do not have ...
The HSA catch-up contribution increase is a strong nudge for participants to contribute more, including those who were previously constrained by the HSA contribution limit. So says a new study ...
House Ways and Means Committee Ranking Member Richard Neal (D-Mass.) on Dec. 15 reintroduced a bill that would establish a federal auto-IRA for employers with more than 10 employees and that do not ...
On Dec. 12, the IRS unveiled the covered compensation tables that will be effective Jan. 1, 2026. The new data is contained in Revenue Ruling (Rev. Rul.) 2026-01. This revenue ruling provides tables ...
A new report suggests that business models may need to be adapted in order for retirement plan professionals to be prepared for the ever-expanding multigenerational “Great Wealth Transfer” set to ...
The Social Security Administration (SSA) has issued a report on dozens of possible reforms that could be made to help balance the program’s budget within its 75-year actuarial window. The proposals ...
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