The ongoing government shutdown will delay the release of the September consumer price index report, which in turn also could affect the announcement of the Social Security cost-of-living adjustment ...

How did state auto-IRAs did in the first half of 2025? The best illustration of their performance is the big three — the programs that are the longest-lived and so far the largest in registration, ...

The Tennessee legislature soon will consider a bill that would result in the Volunteer State joining those that offer a state-run retirement plan to provide coverage for employees of private-sector ...

The IRS on Oct. 9 issued annual inflation adjustments for more than 60 tax provisions, including those necessary under amendments made under the One Big Beautiful Bill Act (OBBBA). The adjustments ...

Changing jobs can be a time of great energy and excitement — but if you’re not attentive, it can also undermine your retirement security. Here are five ways it can do so.

The New York Secure Choice program officially launched on Oct. 8. That comes as total assets across all state auto-IRA programs eclipsed $2.5 billion by the end of September, and their rate of growth ...

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.

As many observers know, there are various concerns surrounding the adoption of private market investments in DC plans, but a new white paper by Cerulli Associates and DCALTA takes a deep dive into ...

Janet Dhillon, President Trump’s nominee to serve as PBGC Director, is one step closer to confirmation. On Oct. 3 the Senate voted in favor of an executive resolution authorizing the en bloc ...

The "sandwich generation" pays a price for its position between generations. And part of that price is finding it challenging to meet those needs and at the same time prepare for retirement.

The U.S. Senate on Oct. 7 confirmed Janet Dhillon to serve as the Director of the Pension Benefit Guaranty Corporation (PBGC). She will serve a 5-year term. Dhillon was one of 107 nominees whose en ...

F, “Qualified Disaster Retirement Plan Distributions and Repayments,” as well as instructions for its use — but the revised form and instructions are drafts only and are not to be used for reporting ...