Among plan sponsors, over 70% agreed or strongly agreed with making automatic enrollment mandatory — we were practically ordering the party hats for the proposal. Sponsors cited increased ...
The retirement-plan industry staple turned 10 in 2025. Co-founders Deane Mayerhofer and Jeff Cullen praise their people, reflect on their success, and explain why they’re far from satisfied.
Mark Uyeda, one of what should be five Commissioners of the Securities and Exchange Commission (SEC), argued at a conference in New York that private securities should be considered “as part of ...
Responding to a call from a financial advisor in New York, the ERISA consultants at the Retirement Learning Center (RLC) address whether a client can undo an in-plan Roth conversion.
Connecticut may be small geographically, but its auto-IRA program is getting big results, according to the Executive Director of MyCTSavings.
Yet another forfeiture reallocation suit has been dismissed — with no opportunity to amend the claims deemed insufficient.
Target-date funds (TDFs) have continued to grow in popularity and total assets, according to data from the PSCA 68th Annual 401(k) Survey. Their usage as a default has also continued to grow at a ...
Last week, we (finally) got the new contribution and benefit limits for 2026 from the IRS. Some (you know who you are) seem to think we make too much of this. I disagree.
After three consecutive years of double-digit returns on most indexes, nearly 8 in 10 (79%) U.S. institutional investors say that markets are due for a correction in 2026.
Kelsey Mayo is Chief of Retirement Policy & Regulatory Affairs with the American Retirement Association.
HR advisory and employee benefits provider Paychex this week unveiled a new AI-powered wealth management solution that provides financial advisors with real-time insights to improve retirement ...
First up: Roth catch-up contributions. Unless you’ve been living under a rock (or only the defined benefit world, perhaps!), you know there’s a special rule for higher earners who want to make ...
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