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How will the Saver’s Match contained in SECURE 2.0 affect race/gender disparities in 401(k) balances?
It’s a question tackled in the latest analysis from the Collaborative for Equitable Retirement Savings (CFERS), comprised of three high-profile retirement plan research organizations.
It found...
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What's in the episode?
Department of Labor Chief Operating Officer and senior staff member Tim Hauser joins American Retirement Association CEO Brian Graff for a comprehensive discussion of the myths, controversies and questions surrounding the final fiduciary rule, officially called the...
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Legislation that would create Alaska Work and Save, a state-run program that would provide retirement plan coverage to private-sector employees in Alaska whose employers do not, is still under consideration.
The bill that would create Alaska Work and Save, SB 135, is not new. Sen. Bill...
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There’s some good news on the retirement front, as Bank of America reported in its quarterly Participant Pulse that many of the key plan indicators it tracks were trending in a positive direction.
Among other things, the report reveals that the average 401(k) account balance as of the end of...
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While not quite the bump received from last year’s record inflation, the health savings account (HSA) limits will still receive an increase for 2025, as determined under Section 223 of the Internal Revenue Code.
The new limits were announced May 9 by the IRS in Revenue Procedure 2024-25.
The IRS...
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Arctic Circle, the Big Easy: they could not be in more different parts of the country, but the legislatures of Alaska and Louisiana are considering measures that would do the same thing—call on Congress to repeal the Windfall Elimination Provision (WEP).
And they share similar reasoning: the WEP...
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Target date funds (TDF) start off strong, only to vary more in investment performance and risk as they approach the specified retirement date, according to the Government Accountability Office (GAO)—which asked the Department of Labor (DOL) to do something about it.
The GAO has called on the DOL...
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What's in the episode?
Research and consulting giant Morningstar was cited over 40 times in the final fiduciary rule release, officially called the Retirement Security Rule. The reason was largely due to the data and information for which the company is known.
Aron Szapiro, Head of Government...
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Mid-spring was mild for private-sector pension plans, according to several analyses that generally report modest improvements in their fortunes in April.
This marks a continuation of a trend that has held sway all year. Corporate defined benefit plans had a mild winter, and showed some...
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Ann Y. Orr has been named to serve as the Acting Director of the Pension Benefit Guaranty Corporation (PBGC).
Orr has been named to fill the office that had been held by Gordon Hartogensis. His five-year term as PBGC Director ended on April 30, 2024.
Orr is not new at the PBGC. She served as...
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