The IRS on Sept. 15 released final regulations that reflect changes the SECURE 2.0 Act of 2022 made, including the requirement that catch-up contributions certain eligible participants make be ...

More specifically, data by the company reveals that plans with auto-enroll and auto-increase had an average account balance of $158,000 as of June, compared to an overall average account balance of ...

Professional mobility is ubiquitous, and the younger a member of the workforce is, the more likely it is. That may result in an interesting, varied career, but is that movement compatible with ...

The Saver’s Match was created by the SECURE 2.0 Act of 2022 and comes into effect in 2027. Instead of a non-refundable tax credit, the Match offers what is essentially a fully refundable credit, ...

Cross-tested plans continue to grow as a popular plan design. To accommodate different employer situations, it is essential that practitioners not only understand how to test the plans, but also how ...

The IRS has updated the remedial amendment cycle (RAC) lis t for defined contribution plans. The update is for the fourth RAC. Background. On June 30, 2017, the IRS issued IRS Rev ...

There was plenty of vigor and heat that boosted the assets and funding ratios of private-sector pension plans in summer 2025, analysts report. Summer — rising temperatures, growth, vitality. In nature ...

Nominee for Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA) Dan Aronowitz is among those who will be included in the resolution Senate Majority Leader John Thune ...