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, ...

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 ...

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 ...

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 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 ...

“I see dead people” — a famous line from a movie, but not something echoed by the Office of the Inspector General (OIG) in its recent examination of the extent to which Pension Benefit Guaranty ...

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 ...

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 ...

This issue has been pending since enactment of SECURE 2.0, which amended the Internal Revenue Code to allow 403 (b)s to invest in CITs, but changes needed under the securities law did not make it into ...