According to Sway Research’s State of the Target-Date Market: 2025, CITs once again experienced faster growth than mutual funds, driven largely by a general shift toward lower-cost investments. From ...
Once again, a federal judge in Amarillo, Texas, has rejected the arguments of 26 attorneys general in Republican-led states who challenged the legitimacy of the so-called ESG rule issued in 2022. The ...
“Employer-sponsored DC plans have helped American workers achieve long-term saving goals for decades with favorable features ...
Student loan matching is a game-changer for retirement benefits, allowing employers to provide meaningful financial relief while strengthening their workforce. With clear IRS guidance and flexible ...
The suits sought to vacate the 2024 Fiduciary Rule and amendment to PTE-84-24 under the Administrative Procedures Act (“APA”) on the grounds that they are “contrary to law and arbitrary and capricious ...
The reach of automatic enrollment through the Hawaii Retirement Savings Program is a few steps closer to expanding. Legislation that would accomplish that has received a nod from several committees.
The good news — of a sort — is that those “surprises” are likely to be lessened with the emergency savings and withdrawal provisions of the SECURE 2.0 Act of 2022. [2] ...
Education about retirement plans and saving would be added to New York high school students’ curricula if legislation before both chambers of the state legislature is enacted. The goal of the bills is ...
One-participant plans and foreign plans use the Form 5500-EZ, Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan, to report concerning the most ...