BENEFITS DIGEST

According to the National Association of Government Defined Contribution Administrators, 15 states currently allow for some automatic enrollment.

The manager will take over investment of $70 billion in defined benefit and defined contribution plan investments.

The HUSTLE Act would permit eligible student athletes to roll over up to $35,000 in NIL profits to a retirement savings vehicle

In this op-ed, Basic Capital’s Casey Jacobson says when a participant wants an advisor to manage their 401(k), a recordkeeper’s interest should be in making that connection work

Once upon a time, 401(k) eligibility was easy. Age 21. One year of service. Quarterly entry dates. Everyone understood the assignment

On Friday, July 3, Treasury posted its 2026 regulatory agenda, which includes the following retirement and executive compensation items: Final regulations Required minimum distributions (“RMDs”) as

“Plan document providers have a little over a year to get their pre-approved defined benefit plans updated for these changes and submitted to the IRS. Stay tuned for ‘LRM’ sample language to help

As hardships arise, employers rethink whether retirement plans should focus solely on preserving nest eggs—or also help workers weather today’s storm.

Participants can select income features and turn a portion of their retirement savings into an annuity contract.

Principal acquires benefits company; LPL Financial hires 2 advisers in separate transactions; Retirement and Wealth at Alliant buys Retirement Solution Group; and more.

Fewer financial worries and increased longevity were among the benefits reported by Chilean retirees surveyed about guaranteed income.

The firm says offering the investments will help participants diversify their portfolios as many near retirement

Tom Hawkins explains the logic behind Retirement Clearinghouse’s newly updated missing participant policy template

When my wife and I first got married, we did what most young couples do. We were trying to build a home on a budget, so we bought a lot of household items at Walmart. It wasn’t because we were

As we previously reported, following an executive order issued by the Trump Administration last year, there has been a recent trend encouraging access to alternative assets through retirement

Philadelphia voters approved a city-run program, but the Alaska State Legislature failed to override the governor’s veto of its version.

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

The company argues that claims of underperformance should be judged against a meaningful, comparable benchmark.

Trump Accounts, a new tax-advantaged individual retirement account (IRA) intended for the benefit of minor children, were established under Internal Revenue Code (Code) Section 530A as part of the

Analysis of nearly 58,000 retirement plans over 16 years concludes that defined contribution plans without alternative investments delivered higher returns than defined benefit plans with significant

Auto-enrollment is one of those retirement plan features that sounds wonderfully simple in a sales presentation. “We’ll automatically enroll employees, boost participation, and help people save.”

Investment menu rulemaking and outstanding SECURE Act and SECURE 2.0 guidance dominated the regulators’ newly posted lists.

Experts answer questions regarding plan sponsor fiduciary duties for health benefits .

The US Treasury also posted a rule list that provides SECURE 2.0 guidance including required minimum distributions.

A legal expert says that advisers who understand the workings of digital assets and ERISA rules will be ‘invaluable’ to plan fiduciaries.

The two partners will develop a model that “can serve as a centralized channel for secure data integration and transactions,” to reduce operational hurdles

The two partners will develop a model that “can serve as a centralized channel for secure data integration and transactions,” to reduce operational hurdles

New PEP underscores commitment to scaling pooled plans and expanding retirement access for nonprofits; Newport tabbed as pooled plan provider and administrative fiduciary while Aprio providing

and what trustees can do to lower administrative costs.

Many retirement plans must be amended by December 31, 2026 to bring the plan document into compliance with a number of legislative changes. To ensure your plan document accurately reflects your

I’ve always liked immediate eligibility for deferrals. Clean, simple, easy to explain. Let people in the door and let them start saving. Where things go sideways is when a provider layers on a safe

This update would amend Topic 715 of the FASB Accounting Standards Codification, which governs the measurement of pension liabilities for a plan sponsor’s financial statements. Under the current

The countdown clock is running. The stadium lights are on, and the clock is ticking toward extra time. Plan sponsors must amend many qualified retirement plans by December 31, 2026. Just like in a

“If they’re going to be asset-class neutral, we would hope they’d also be asset-wrapper neutral, particularly where you’ve got a wrapper that’s basically only used by retirement investors,” Walsh

Participant engagement is also a top factor of long-term progress with retirement savings, Empower reports

On June 17, 2026, the DOL issued Technical Release 2026-02, which confirms that “Trump Accounts” and Code Section 128 Trump Account contribution programs generally will not constitute “employee

(PBGC) is requesting that the Office of Management and Budget (OMB) approve, under the Paperwork Reduction Act, a new collection of information. The purpose

Recently-issued IRS Notice 2026-33 provides necessary guidance on long-term care distributions. Here’s what you need to know. A distribution made during the taxable year that does not exceed the

Everyone in the retirement plan business loves talking about technology. Recordkeepers spend millions promoting participant websites, mobile apps, artificial intelligence tools, and payroll

An ongoing dispute about a Department of Labor advisory opinion published last September raises a basic but unanswered question under the ERISA: What is a bonus? The answer to this simple question is

Today's blog describes the risks that deplete retirement savings and strategies for addressing them.

Disclosure for Most Public Companies- On May 19, 2026, the Securities and Exchange Commission (“SEC”) released proposed amendments

Key Takeaways: The OBBBA significantly expanded Code §4960 for taxable years beginning after Dec. 31, 2025, broadening the scope of employees that tax-exempt organizations must evaluate for potential