More specifically, data by the company reveals that plans with auto-enroll and auto-increase had an average account balance of $158,000 as of June, compared to an overall average account balance of ...

Professional mobility is ubiquitous, and the younger a member of the workforce is, the more likely it is. That may result in an interesting, varied career, but is that movement compatible with ...

The Saver’s Match was created by the SECURE 2.0 Act of 2022 and comes into effect in 2027. Instead of a non-refundable tax credit, the Match offers what is essentially a fully refundable credit, ...

The fourth RAC list for DC plans enumerates the pre-approved plans that were submitted to the IRS for opinion letters during the period that began on Feb. 1, 2024 and ended on Aug.25, 2025. It covers ...

There was plenty of vigor and heat that boosted the assets and funding ratios of private-sector pension plans in summer 2025, analysts report. Summer — rising temperatures, growth, vitality. In nature ...

Nominee for Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA) Dan Aronowitz is among those who will be included in the resolution Senate Majority Leader John Thune ...

Like a flower in a summer garden, private-sector DB plans showed vigor in August and were in full-funded bloom. Funded ratios improved, and the growth in assets outstripped that of liabilities. Like a ...

Average 401(k) and 403(b) balances rebounded from a slight drop in the first quarter of 2025 due to consistent savings and positive stock market performance. That according to Fidelity Investments’ Q2 ...

Taking over a retirement plan client often reveals more than just data—it can expose questionable practices, incomplete documentation, and potential conflicts with prior actuaries. This session ...

[1] Who also claims that 1 in 8 Millennials (13%) and nearly 1 in 10 Gen Zers (9%) are planning a micro-retirement in 2025, and that 1 in 5 Americans (20%) have previously taken a micro-retirement, ...

Reconstructing records after a disaster may be essential, the IRS says — for tax purposes, obtaining reimbursements, remaining in compliance with a variety of laws and regulations, for instance. It ...

As part of the DOL’s efforts under Executive Order 14192, it undertook to withdraw two seemingly innocuous annuity regulations which appeared to have outlived their usefulness. Innocuous, however, ...