Benefits

The legislation aims to provide clarity for Americans deciding when to claim benefits.

The firm intends to offer retirement plan participants higher growth potential by removing management fees in what it terms an industry first.

The state programs, administered by Vestwell, expect the partnership to reduce costs.

Experts discussed how pharmacy benefit managers drive the cost of prescription drugs and what plan sponsors should watch for in contracts.

With ‘enhanced technology,’ the SSA will now conduct an anti-fraud check on all phone applications for benefits. 

Equity market losses led to falling pension funding ratios last month. 

After receiving backlash from retiree advocates, the agency announced that all claim types can be completed over the phone once again.

The think tank advocated in a recent paper for labeling in-plan lifetime income solutions as distinct asset classes, as well as refining safe harbor language.

Devenir data show there are more than 39 million health savings accounts in the U.S.

Without these tax credits, the Urban Institute estimated that enrollment in ACA policies would decline by more than 7 million.

Borrowers who have not begun making payments on federal student loans are being reported as delinquent to credit reporting agencies, causing more financial strain for employees.

The SSA extended, for two weeks, the launch of new identity-proofing requirements and made an exception for those applying for certain services.

74% of those surveyed believe anxiety, caused by the current global political and social environment, leads to burnout at work. 

Starting March 31, Americans must visit a field office or use the internet to sign up for Social Security benefits, which has ‘outraged’ the Alliance for Retired Americans.

Survey from FinFit found that workers that have access to and utilize financial tools, make better financial decisions and report feeling more supported by their employers.

The defendants claim the company breached its ERISA fiduciary duty by putting business interests ahead of the plan and its participants.

The IRS rule applies to most participants in workplace retirement plans and all traditional IRA owners.

The proposed Peach State Saves program would require employers to automatically enroll eligible workers in a Roth IRA.

Weak markets and rising liabilities resulted in sinking pension funding levels in February.

Some barriers persist to providing financial wellness tools to employees, according to speakers at the EBRI-Milken Institute 2025 Retirement Symposium.