Republican Tax Bill Expands 529s and HSAs, Limits Changes to Retirement
Although retirement policy is mostly untouched, the bill would repeal section 103(e) of the SECURE 2.0 Act of 2022, that...
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Latest Equity Investment Values Hub International at $29 Billion
T. Rowe Price, Alpha Wave Global, and Temasek were among the investors in the insurance broker and financial services firm.
2026 HSA Limits Released
For 2026, the IRS defines an HDHP as a health plan with an annual deductible that is not less than...
In Letter, Lawmakers Ask SEC to Delist Chinese Stocks From US Exchanges
The May 2 letter to the SEC followed recent concerns expressed by lawmakers over U.S. investments in China, including two...
Senate Bill Would Expand Retirement Plan Access to Younger Americans
Several organizations offered support for the legislation, including TIAA and the Insured Retirement Institute.
In Q1, 529 and ABLE Account Assets Continue Steady Growth
The majority of the assets, $500 billion, are held in 16.3 million 529 savings plan accounts, while prepaid tuition plans...
C-Suite Prioritizes a Shift to Proactive Management
According to PR firm Padilla, 67% of executives report their employees are ready to support change initiatives, and leaders are...
SEC Guidance Clarifies Insider Trading Rules for 401(k) Brokerage Windows
The Securities and Exchange Commission clarified what applies when a 401(k) plan participant subject to insider trading rules sells company...
Retirement Industry People Moves – 5/9/2025
Schwab Advisor Services names managing director of relationship management; Manulife John Hancock Investments names a retirement investment consultant; Nationwide Retirement...
Product and Service Launches – 5/9/25
Vanguard debuts gen AI tool to enhance adviser-client communications; World Investment Advisors gets access to Pontera’s platform; Integrated Partners implements...
Forfeitures Class Action Against Kaiser Foundation Dismissed
A federal judge in the Central District of California dismissed the claim that the plan sponsor’s use of forfeited assets...
DOL Stops Enforcing Biden-Era Independent Contractor Rule
Though the agency has not fully rescinded the 2024 rule, it indicated it will return to a simpler standard to...
Bisignano Confirmed As Social Security Commissioner
Fiserv announced that Michael Lyons will replace Bisignano as the company’s CEO.
Industry Anticipates SEC Approval of Dual Share Class ETF Offerings
The Securities and Exchange Commission in March said it was prioritizing its review of applications for firms aiming to offer ETF...
Senate Bills Aim to Clarify Social Security Terminology, Statements
The number of pending Social Security claims for retirement, survivor and health insurance has dramatically increased this year.
DOL Funding Cut by 26% in Trump Budget Proposal
Trump’s proposed cuts would slash about $3.63 billion from the DOL.
Settlement Reached in Principle in Pentegra Fiduciary Breach Case
According to a court filing, the parties agreed to a settlement in the second part of a case over prohibited...
Emergency Savings Linked to Less 401(k) Loan Use, Stronger Retirement Outcomes
According to a February survey, the usage of 401(k) plan loans has continued to increase.
ETFs See Lowest Inflows in a Year
State Street said that the inflows were so much below recent averages that the company's full-year forecast for ETF assets...
Judge Finds in Favor of Knight-Swift in 401(k) Forfeiture Case
The district court determined that the plaintiffs failed to state a viable ERISA claim, the latest action in a flurry...