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 ...

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 ...

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, ...

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 ...

The Biden administration finalized a new fiduciary rule, called the Retirement Security Rule, in April 2024. The focus of that rule was to extend ERISA fiduciary duties to one-time professional ...

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 ...

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 ...

The American Retirement Association, along with several other industry groups, is urging the DOL to issue sub-regulatory guidance in advance of formal rulemaking. in order to help allow plan ...

[1] Who also claims that 1 in 8 Millennials (13%) and nearly 1 in 10 Gen Zers (9%) are planning a micro-retirement in 2025, and that 1 in 5 Americans (20%) have previously taken a micro-retirement, ...

On Sept.1, the House Committee on Appropriations proposed a $10 million budget cut to the Employee Benefits Security Administration (EBSA), down to $181.1 million, for fiscal year (FY) 2026.

Reconstructing records after a disaster may be essential, the IRS says — for tax purposes, obtaining reimbursements, remaining in compliance with a variety of laws and regulations, for instance. It ...

Section 603 of the SECURE 2.0 Act requires participants with compensation of more than $145,000 (indexed) to make catch-up contributions on a Roth basis. Initially, the deadline for compliance was for ...