A one-participant plan does not have to file Form 5500-EZ for the 2025 plan year if the total of the plan’s assets and the assets of all other one-participant plans maintained by the employer at the ...

A proposal that would expand retirement plan coverage for private-sector employees in the Beehive State is closer to being available. A committee of the Utah Senate has passed the bill to the full ...

The proposal for a state-run retirement savings plan for private-sector employees in Tennessee would be a nudge to a wise decision, says the sponsor of the bill that would create it.

On Feb. 3, Nevin (Adams) and Fred (Reish) met with a very special group of third-party administrators. Recorded live at the SoFi Center (home of TGL, Tomorrow’s Golf League), the podcasting pair dealt ...

It’s expected that any day now, the DOL could release proposed guidance concerning the SECURE 2.0 provision requiring DC plans to provide a paper benefit statement at least once annually.

There hasn't been much change concerning the availability of emergency savings programs since last year, but how they are viewed is another matter.

A 401(k) suit involving alternative investments and the need for a “meaningful benchmark” will have its day before the Supreme Court next term.

Pooled employer plans (PEPs) and personalization are top recordkeeper strategic priorities, according to Cerulli Associates.

As of Jan. 1, 2026, SECURE 2.0 introduced significant changes to Roth catch‑up contributions. Here's a look at what that means.

Roth accounts are one step closer to being an option for public employees in the Magnolia State — the Senate has passed it and now it’s the House’s turn.

Participants who invest in target-date funds (TDFs) apparently feel significantly more confident about their retirement savings journey, according to a new survey.

Without adequate professional guidance, millions of individuals are left to their own devices about financing retirement.