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 ...

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% ...

Will your 401(k) be chopped by the Chiefs — or will it soar with the Eagles? That’s what adherents of the so-called Super Bowl Indicator[1] would likely conclude, after all. It’s a “theory” that when ...

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 ...

Bills before legislatures in two states seek to expand retirement plan coverage. How? By broadening the reach, and effects, of automatic enrollment. Legislation has been introduced in the state ...

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 ...

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 ...