A variety of nonprofit organizations have called on top leaders from both chambers of Congress in support of legislation that would allow plan sponsors of 403(b)s to include collective investment ...

Missing participants are likely to evoke frustration among plan sponsors — driven by a caseload of missing or unresponsive participants that defy resolution. As an administrator of IRAs, a 401(k)-plan ...

Turns out, it was a little of both. Analyses about private-sector pension plans’ performance in November are mixed. Some show slight progress, others show slight regression. But the common denominator ...

The HSA catch-up contribution increase is a strong nudge for participants to contribute more, including those who were previously constrained by the HSA contribution limit. So says a new study ...

So it seems that now there’s a “new” retirement crisis to fret about — and it involves so-called “junk” IRAs. You may have seen the recent Wall Street Journal’s headline that proclaimed “Forgotten 401 ...

Should automatic enrollment be mandatory for all retirement plans? While SECURE 2.0 now requires automatic enrollment for new retirement plans, I recently asked a question to spark discussion on ...

Legislation that would allow retirement savers to roll Roth IRA savings into a Roth account within a workplace retirement plan was reintroduced on Dec. 4 in both chambers of Congress. Under current ...

Data from a recent survey show that most plans have different approaches to age eligibility, but smaller plans tend to favor a minimum eligibility age of 21 while larger plans prefer age 18 or have no ...

The option of investing in a collective investment trust (CIT) may be one step closer for 403(b)s with the introduction of a bill in the House of Representatives that would make that possible.

The U.S. Court of Appeals for the Fifth Circuit has given a green light to the DOL’s motion to withdraw its appeal of a court challenge(s) to the so-called fiduciary rule issued during the Biden ...

The American Retirement Association (ARA) in a statement for the record has called on Congress to adopt legislation that would help expand retirement plan coverage for people who still do not have ...