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The proposed legislation mandates that employers with at least 10 employees, who do not currently offer a retirement plan, must automatically enroll their workers in individual retirement accounts.

While plan sponsors and payroll providers will likely take the first steps, recordkeepers face growing complexity as the new requirements unfold.

New tax benefits include the ability to use health savings account funds tax-free for periodic direct primary care fees.

Lockheed Martin is likely to get the Department of Labor’s support in regards to the legality of a pension risk transfer challenged by retirees.

The fintech company argues that the nation’s largest recordkeeper is overreaching by restricting third-party access to accounts.

The new top goal bumps talent attraction and retention down to third in an annual Brown & Brown study.

A federal judge ruled that allegations of Johnson & Johnson’s mismanagement of employee health plans’ prescription drug benefits remained too speculative.

Many retirement plans may need amendments to meet regulatory updates regarding required minimum distributions and SECURE and SECURE 2.0 provisions.

House Republicans’ remarks on ‘predatory’ prohibited transaction claims came shortly after SEC Chairman Paul Atkins pushed for deregulation at the New York Stock Exchange.

Thoughts from Erik Daley, with Multnomah Group.

The SECURE 2.0 Act previously said undocumented immigrants become eligible for tax credits if they are married to a US citizen and treated as a US resident for...

Thoughts from Bill Sobers, with Bahbah Sobers Wealth Management, a UBS Financial Services company.

Employers may hesitate to add automated features to retirement plans due to costs, but Principal and other experts warn that the costs of not using auto-enrollment and auto-escalation...

The U.S. government shutdown delayed the official approval, but now Dimensional can manage both exchange-traded fund classes and mutual fund classes within the same fund structure.

While 2026 retirement plan contribution limits were delayed by weeks, it is business as usual for payroll providers and recordkeepers’ year-end processes.

The raised limits take into account cost-of-living adjustments and impact pension plans and other retirement-related items for tax year 2026.

While target-date funds have age-appropriate levels of risk, they do not consider unique life circumstances or participants’ diverse levels of savings, according to an Allspring report.

More than 350 ESOP-owned companies in Stout’s valuation portfolio produced a 17.3% average annual return, surpassing the S&P at 11.9%.