We were anxiously awaiting the annual update to the retirement plan contribution limits the IRS issues. They’re out now, but there are a couple of changes that are generating confusion — so let me ...
The IRS on Nov. 13 announced the new contribution and benefit limits for 2026 for 401(k)s, IRAs, 403(b)s, 457s and more. Most significantly, the amount individuals can contribute to their 401(k) plans ...
Amy Shuart is the new Chair of the Social Security Advisory Board, having been appointed by President Trump to that position on Nov. 12. She is the youngest Chair in the history of the SSAB.
The way that retirement is financed has changed, and there are new seats at the table — one of which is for guaranteed lifetime income. What role does it play in a new retirement world?
What challenges face Americans in retirement? In a companion to its annual How America Saves report, Vanguard has now introduced the inaugural How America Retires report, which analyzes plan data and ...
There is a generational gap and gender divide among small business owners when it comes to retirement plan readiness and the perceived importance of offering a plan, according to a new survey.
The Department of Labor recently issued an intriguing three-part “proposed rule” that, to my eye, offered helpful fiduciary tips that go well beyond pooled employer plans (PEPs).
The House of Representatives is considering legislation that would establish a hybrid emergency savings and 401(k)-type government-run program that would also require a minimum employer contribution ...
What is the proper accounting in a plan’s initial year of deposits made before year end when the valuation date is the last day of the plan year? Recently there was a discussion among the ASEA google ...
Industry groups suggest that to be successful, Trump Accounts will require additional guidance from the Treasury Department. Trump Accounts can be opened starting in July 2026.
The PBGC has posted the present maximum guarantee values for 2026, present values applicable to benefits with annuity starting dates in 2026.
Whither the retirement plan environment? None other than three former Assistant Secretaries of Labor for the Employee Benefits Security Administration have offered their insights on some key matters ...
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