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, ...

Brad Campbell, former Assistant Labor Secretary for the Employee Benefits Security Administration (EBSA) and currently a Partner with legal powerhouse Faegre Drinker, joined Graff for a frank ...

No January freeze for private-sector pension plans in 2025: assets were hot, and liabilities and funding levels and ratios improved. Much of the country, from the Canadian border to Florida, may have ...

While there seemed to be great excitement about an employer match to the 401(k) plan based on an employee’s student loan payments, plan sponsor interest in adoption it has been minimal, at best, and ...

Say hello to Gen Beta! The newest generational addition to the Greek alphabet, whose members were born between 2025 and 2039, will be the first to be completely steeped in artificial intelligence (AI) ...

Plan fiduciaries of the Allstate 401 (k) have prevailed in a fiduciary breach suit challenging their selection of a set of target date funds and advisory services. Plan fiduciaries of the Allstate 401 ...

Well, more accurately, the agING. The storied program that celebrates its 90th birthday this year, and the private-sector plans that are indispensable to financing retirement, interact in a most ...

The new chairman of the House Education and Workforce Committee has renewed the committee’s call for the Department of Labor’s Inspector General (IG) to investigate claims the DOL improperly shared ...

According to Cerulli’s survey of defined contribution investment-only (DCIO) asset managers, 16% anticipate that AI's impact on legal document summaries will be “significantly positive,” with 23% ...

Information about retirement benefits would be greatly expanded for certain employees in the Volunteer State if a bill before the state Senate is enacted. SB 8, the Fairness in Benefits Act, would ...

Inertia is a powerful force regarding behavioral finance and automatic enrollment, it has long been noted — but it may have limits, according to a new study. Coverage of the report — titled “Smaller ...