An employer that provides retirement plan coverage must meet the needs of employees who hail from a wide range of generations, from those nearing retirement to those just entering the workforce and ...

Last April, the Federal Trade Commission (FTC) finalized a near-total ban on non-compete agreements that could have a significant impact on the financial services industry, but that guidance has now ...

They’re here! The IRS just announced new contribution and benefit limits for 2025 for 40(k)s, IRAs, 403(b)s, 457s and more.

Shlomo Benartzi recently responded to Nevin Adam’s Oct. 29 column addressing Mr. Benartzi’s Oct. 19 op-ed in The Wall Street Journal about the 401(k) system. This post is a brief follow-up to that ...

The National Association of Plan Advisors (NAPA) is pleased to announce its inaugural list of top social media influencers, the newest accolade celebrating those retirement professionals who are doing ...

Plan participants who work with a financial advisor apparently are more confident about their retirement prospects, better informed about their plans and contribute more to their accounts.

A motion to dismiss a suit regarding forfeiture reallocation calls it “a novel and untenable theory that clashes with ‘over 38 years of settled rules regarding defined contribution plans’ as governed ...

Responding to a recent call with an advisor in Minnesota, the ERISA consultants at the Retirement Learning Center (RLC) address a question on pension risk transfers and what plans sponsors need to be ...

Inviting all stakeholders to assist in creating a more inclusive financial landscape, the U.S. Department of the Treasury released its inaugural National Strategy for Financial Inclusion in the United ...

The Office of Budget and Management (OMB) is expected to receive a proposal Oct. 25 or Oct. 26 that would clarify how shares in employee stock ownership plans (ESOP) are to be valued, according to ...

The IRS has not yet clarified if defined contribution plans created before the SECURE 2.0 Act was passed will have to implement automatic features if they join a multiple employer plan (MEP).

Auto-enrollment, deferral, escalation and now portability—it’s the latest in the “auto” revolution meant to make it as seamless as possible to help workers save.