The IRS apparently will not permit retirement plan sponsors to require all participants to make catch-up contributions on a Roth basis to simplify plan administration.

Apparently they do have a fairly significant impact, according to a new report from the Bipartisan Policy Center.

In the event former President Donald Trump wins the Presidential Election, certain regulatory items at the Department of Labor will likely be modified or abandoned altogether.

"Unintended consequences" are often a euphemism for something bad. But not always. Take the 401(k), for example.

The suit, filed in the U.S. District Court for the Northern District of Texas ( Ware v. Coca-Cola Sw. Beverages LLC, N.D. Tex., No. 3:24-cv-02707, complaint 10/28/24 ), charged plan fiduciaries with: ...

An employer that provides retirement plan coverage must meet the needs of employees who hail from a wide range of generations, from those nearing retirement to those just entering the workforce and ...

Last April, the Federal Trade Commission (FTC) finalized a near-total ban on non-compete agreements that could have a significant impact on the financial services industry, but that guidance has now ...

The National Association of Plan Advisors (NAPA) is pleased to announce its inaugural list of top social media influencers, the newest accolade celebrating those retirement professionals who are doing ...

Shlomo Benartzi recently responded to Nevin Adam’s Oct. 29 column addressing Mr. Benartzi’s Oct. 19 op-ed in The Wall Street Journal about the 401(k) system. This post is a brief follow-up to that ...

Inviting all stakeholders to assist in creating a more inclusive financial landscape, the U.S. Department of the Treasury released its inaugural National Strategy for Financial Inclusion in the United ...

They’re here! The IRS just announced new contribution and benefit limits for 2025 for 40(k)s, IRAs, 403(b)s, 457s and more.

The Office of Budget and Management (OMB) is expected to receive a proposal Oct. 25 or Oct. 26 that would clarify how shares in employee stock ownership plans (ESOP) are to be valued, according to ...