Mississippi Reintroduces State-Run Retirement Program Bill
If passed, the program would begin this July, making the Magnolia State the 21st to adopt a state-run program.
Latest News
Bessent: 500,000 Already Signed Up for Trump Accounts
No new details were announced, but J.P. Morgan, Bank of America and others committed to match the U.S. government’s initial $1,000 contribution.
Pam Hess Named J.P. Morgan Asset Management’s New Retirement Strategist
She most recently served as the executive director of DCIIA's Retirement Research Center.
IRS Extends Deadline for IRAs to Adopt SECURE 2.0 Amendments
The accounts now have until the end of 2027 to make required adjustments, a one-year extension.
DOL Files Third Amicus Brief in 401(k) Forfeiture Complaint
The department continues to voice its support for employers in appellate cases on the topic.
Judge Tosses RTX 401(k) Forfeiture Complaint
A federal court ruled the Raytheon–UTC successor did not violate retirement law in handling unvested employer contributions.
James Hobson Joins Ubiquity Retirement as New CEO
The new leader is charged with growing Ubiquity Retirement + Savings’ small business retirement platform, with a focus on partnerships.
Impaired Financial Decisionmaking Begins at Least 6 Years Before Dementia Diagnosis
A new NBER paper recommended participants implement safeguards early.
Homebuyer 401(k) Penalty-Free Withdrawal Bill Introduced in House
The legislation follows President Donald Trump stating he was not a fan of the proposal.
Retirement Industry People Moves
Head of T. Rowe Price Investment Management set to retire; OneDigital names 3 new leaders; MissionSquare hires 2 for managed accounts team; and more.
Trump Backs Off From Reported Plan to Let Homebuyers Tap 401(k)s, 529s
The president said he was ‘not a huge fan’ of his own administration’s floated proposal to allow penalty-free withdrawals from 401(k)s for house down payments.
Benefits |
Philadelphians to Vote on Retirement Savings Program
Mayor Cherelle Parker approved legislation that allows voters to decide whether to approve the Philly Saves program.
Products |
Product & Service Launches
WisdomTree launches 2 new ETFs; Franklin Templeton launches emerging markets debt ETF; Trump Media launches separately managed accounts; and more.
DOL’s Private Market Rule Expected to Focus on ‘Process’
As the comment period approaches for the Department of Labor’s long-awaited rule on defined contribution plan investments in alternative asset classes, experts say the guidance will try to...
Kansas 529 Program Selects TIAA as Manager
The program serves more than 228,000 account owners and families nationwide.
DCIIA: TDFs Have Taken Over
Allocations within defined contribution plans increased by roughly 2.5% per year over 11 years.
Empower Promotes Joe Smolen to President of Workplace Solutions
He has spent more than 26 years with the organization in a variety of leadership roles.
Appropriations Committee Fiscal 2026 Bill Leaves EBSA Funding Untouched
Despite previous proposed cuts, under the latest version, the agency would receive the same funding as last year.
Younger Generations’ Top Worry? Building Emergency Savings
Plan sponsors can help by offering their employees education and advice, according to CAPTRUST.
Supreme Court Signals Openness to Letting Actuaries Set Assumptions After Valuation Date
Justices’ questions suggested skepticism toward employers’ push for a hard year-end cutoff in withdrawal liability calculations in multiemployer plans.