Compliance | November 24th, 2025 Treasury Intends to Exclude Undocumented Immigrants From Saver’s Match The department stated that non-citizens will be ineligible for the tax credits scheduled to go into effect in 2027.
Compliance | July 3rd, 2025 President Trump Signs Massive Tax and Policy Bill President Trump has signed the measure that preserves tax deferral for retirement savings, raises taxes on certain endowments, makes cuts...
Benefits | February 3rd, 2025 Where Does SECURE 2.0 Implementation Stand for 2025? While plan sponsors have prioritized implementing mandatory provisions, many of the optional provisions have taken a back seat due to...
Data and Research | January 30th, 2025 Workers Eligible for Saver’s Match Likely to See Significant Increases in Retirement Wealth A new Morningstar report found that the Saver’s Match, if enacted on schedule in 2027, would disproportionately improve the retirement...
Data and Research | January 3rd, 2025 Adoption of Optional SECURE 2.0 Provisions Still Slow Going Into 2025 Emergency sidecar accounts and student loan matching have been picked up by few employers, according to a new Alight survey.
Administration | November 20th, 2024 Treasury, IRS Advised for Simplicity, Public Push on Saver’s Match Recordkeepers, industry organizations and academics weighed in on how to best get plan sponsors to implement a federal matching program...
Benefits | October 29th, 2024 Biden Administration Stresses SECURE 2.0 and Financial Inclusion Treasury Department report includes a strong focus on implementing programs like the Saver’s Match.
Compliance | September 5th, 2024 IRS and Treasury Request Comments on Saver’s Match Contributions The regulators are seeking input by November 4 on the federal program scheduled to begin in 2027.
Data and Research | April 15th, 2024 Saver’s Match Has Potential to Incentivize Retirement Savings for Lower-Income Americans Black and Hispanic eligible savers are likely to benefit significantly from the Saver’s Match program, according to Boston Research Technologies...
Compliance | January 24th, 2024 SECURE 2.0 Will Help Young Savers the Most, Research Shows Automatic features and the saver’s match will bring more security to those currently in their 30s than those in their...
Benefits | September 7th, 2023 Saver’s Match: Opportunity to Help Close Retirement Savings Access Gap Outlined in SECURE 2.0 to be introduced for the 2027 tax year, the Saver’s Match is a 50% federal matching...