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The 2025 income limit for claiming the tax credit for lower-income workers who save for retirement has increase slightly to $39,500 for individuals filing their 2025 taxes.

NFP adds 2 benefits vice presidents; Prime Capital Financial names chief HR officer; Nonprofit FCLTGlobal adds board members and advisers; and more.

Enrollment in the state-run program is expected to become mandatory for qualifying companies this fall, according to a government fact sheet.

A recent study found 57% of funds have no issues attracting or holding onto skilled staff, reflecting a 20-percentage-point improvement since 2022.

Raymond James debuts 3 ETFs; Lincoln Financial and Partners Group launch cross-sector royalty evergreen fund; MFS expands active ETF lineup; and more. 

Although the airline was found in violation of its duty of loyalty, it was not required to pay monetary damages. 

The funds are intended to support education, home purchases or new businesses, but not until participants turn 18.

Most of an adviser’s assets under management are controlled by clients who are dealing with either cognitive decline or chronic illness, the Retirement Income Institute reported.

A new Goldman Sachs Asset Management survey and report revealed 42% of workers across generational cohorts say they are living paycheck-to-paycheck.

A similar case, also involving annuity provider Athene Annuity and Life Co., was dismissed earlier this week by the same judicial district. 

The Portability Services Network enables small balance 401(k) rollovers for six recordkeepers comprising 63% of the market.

Due to a ‘normalized’ yield curve and strong investment performance, plan sponsors can consider de-risking or using surpluses for other benefits.

Recruitment and retention benefits are often cited as the reason a company or government continues to provide a pension.

Consultants share what they see driving their clients’ defined benefit plan decisionmaking.

The abandoned accounts now hold more than $2 trillion in assets, according to Capitalize.

Funding will run dry if Congress does not agree to a funding resolution before October 1.

Nearly one-quarter of those surveyed by Bank of America considered leaving their employer due to insufficient benefits, up nine percentage points from 2024.

Retirement benefits remained available to the same overall proportion of private industry and state and local government workers as they were a year ago.

The next cohort to retire shared its retirement saving regrets and advice for younger generations in a Cerulli report.

The parties entered into mediation before a ruling had been made on Capital One’s motion to dismiss the case; the terms of the settlement have not been disclosed.