Latest News

The IRS will not enforce RMDs for inherited IRAs under the 10-year rule until at least 2025.

inVesti launches HSA to complement retirement offerings; Durham to assist financial advisers with retirement income planning; Summit Financial bolsters private market investment platform amid demand.

The current crop of 65-year-old Boomers, particularly among women and those without higher degrees, will struggle to maintain a working lifestyle, according to the Alliance for Lifetime Income.

Understanding retirement-related topics like Medicare coverage and life expectancy were most difficult for respondents, according to TIAA and the Global Financial Literacy Excellence Center.

Seven in ten employees said they would be willing to change jobs in exchange for better benefits, according to new research from Nuveen.

The anticipated final retirement security proposal did not feature anywhere in the budget proposal.

Employers should encourage younger workers to build emergency savings before contributing toward the company match and paying off student debt, says author Anne Lester.

Plan administrators would voluntarily turn over data to DOL to help missing participants and plans find one another.

Determining which medical account options to offer their employees requires employers to understand how their health care coverage benefits work and how benefits would be used. 

Ascensus says the deal for the individual 401(k), Multi-SEP, and SIMPLE IRA plans should be complete in Q3 2024.

The importance of holistic financial wellness and targeted outreach when engaging participants about health savings plans.

Black and Hispanic eligible savers are likely to benefit significantly from the Saver’s Match program, according to Boston Research Technologies and Retirement Clearinghouse.

The Hawaii Retirement Savings Program currently requires employees to opt in and does not include automatic enrollment.

The two local plans received SFA grants to protect their solvency through 2051.

Low- and moderate-income workers understand the importance of establishing emergency savings accounts and want options, research finds.

Higher stocks and relatively stable interest rates boosted funding surpluses to more than $70 billion, Milliman found.

IRALOGIX names a new CEO; Concurrent selects a new director of retirement plan services; an employee benefits and executive compensation attorney joins Ballard Spahr; and more.

Paychex plans to fight a New York retirement lawsuit, alleging fiduciary breach in federal court rather than state court.  

Vendor selection is among the most important HSA-related decisions an employer will make, speakers said.

Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches three actively managed liquid alternatives ETFs.