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 ...

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% ...

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 ...

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 ...

The curriculum provides thorough training in 401(k) plan management and plan compliance and testing. Earning the QKA ® credential proves that you have met the national standard for all professionals ...

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 ...

The QKC program focuses on complex 401(k) topics, training seasoned staff to administer advanced plans. It covers the skills you’ll need to amplify client satisfaction (including the plan sponsors and ...

There were mixed results regarding the liabilities of the Pension Benefit Guaranty Corporation (PBGC)’s insurance programs in fiscal year (FY) 2024 compared to a year before. That, according to the ...