The suits sought to vacate the 2024 Fiduciary Rule and amendment to PTE-84-24 under the Administrative Procedures Act (“APA”) on the grounds that they are “contrary to law and arbitrary and capricious ...

The reach of automatic enrollment through the Hawaii Retirement Savings Program is a few steps closer to expanding. Legislation that would accomplish that has received a nod from several committees.

The good news — of a sort — is that those “surprises” are likely to be lessened with the emergency savings and withdrawal provisions of the SECURE 2.0 Act of 2022. [2] ...

Daniel Aronowitz has been officially nominated by the White House to become next Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA). He is the President of Euclid ...

The 20-page letter apparently was sent to BlackRock, StateStreet, Invesco, JPMorgan, Goldman Sachs and Morgan Stanley.

One-participant plans and foreign plans use the Form 5500-EZ, Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan, to report concerning the most ...

Student loan matching is a game-changer for retirement benefits, allowing employers to provide meaningful financial relief while strengthening their workforce. With clear IRS guidance and flexible ...

“Employer-sponsored DC plans have helped American workers achieve long-term saving goals for decades with favorable features ...

Eligible Gen Z and Millennial savers could see a double-digit increase to their retirement wealth from the Saver's Match under certain scenarios, according to new research. And single women and ...

That said, a recent survey by Principal takes that to a whole new level.

The catch-up contribution limit for employees 50 and over who participate in SIMPLE plans remains $3,500 for 2025. The limit on annual contributions to an IRA remains $7,000. The IRA catch up ...

Legislation that would allow 403 (b) plans to include collective investment trusts (CIT) as part of their investment menu options was reintroduced on Feb. 5. The House version of the bill, H.R. 1013, ...