The catch-up contribution limit for employees 50 and over who participate in SIMPLE plans remains $3,500 for 2025. The limit on annual contributions to an IRA remains $7,000. The IRA catch up ...

Legislation that would allow 403 (b) plans to include collective investment trusts (CIT) as part of their investment menu options was reintroduced on Feb. 5. The House version of the bill, H.R. 1013, ...

Brad Campbell, former Assistant Labor Secretary for the Employee Benefits Security Administration (EBSA) and currently a Partner with legal powerhouse Faegre Drinker, joined Graff for a frank ...

No January freeze for private-sector pension plans in 2025: assets were hot, and liabilities and funding levels and ratios improved. Much of the country, from the Canadian border to Florida, may have ...

Plan fiduciaries of the Allstate 401 (k) have prevailed in a fiduciary breach suit challenging their selection of a set of target date funds and advisory services. Plan fiduciaries of the Allstate 401 ...

According to Cerulli’s survey of defined contribution investment-only (DCIO) asset managers, 16% anticipate that AI's impact on legal document summaries will be “significantly positive,” with 23% ...

The QPA credential program provides the essential technical knowledge required to administer defined benefit (DB) plans and work effectively with clients who offer them. The curriculum covers various ...

The Department of Labor’s Employee Benefits Security Administration (EBSA) could face a fiscal cliff in March — which could spell a significant cutback in services and enforcement. In March, funding ...

Inertia is a powerful force regarding behavioral finance and automatic enrollment, it has long been noted — but it may have limits, according to a new study. Coverage of the report — titled “Smaller ...

Research the experts cited about the sentiments of employees and participants concerning financial wellness shows an interesting mix of confidence and anxiety.

It could take a year or longer to fully implement the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), says the Social Security Administration (SSA). The SSA has ...

Learners will be equipped with the information necessary to interpret and enforce standard requirements of cash balance plans. By the end of the program, employees will be able to work in conjunction ...