One-participant plans and foreign plans use the Form 5500-EZ, Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan, to report concerning the most ...

Contributions to 401(k)s made modest gains in 2023 as employers and participants reversed the trend of the year before, when they contributed less to their plans than they had in 2021. This according ...

The scope and reach of RetireReady NJ — the state-run program that provides retirement plan coverage to private-sector employees whose employers do not — have been expanded. Before, New Jersey Secure ...

The SECURE Act, enacted Dec. 20, 2019, introduced important relief provisions for closed defined benefit plans, including eased requirements for 410(b) coverage testing, 401(a)(4) nondiscrimination ...

The ranking Democrat of the House Ways and Means Committee has asked the Government Accountability Office to examine how investments in private credit could affect retirement plans.

The SECURE Acts include mechanisms to increase options employers can adopt to customize their retirement plans. How are plan sponsors responding?

Add another major investor to those who have recently supported easier and more widespread access to retirement savings accounts that work alongside the current, private system.

With the IRS having issued final regulations governing Roth catch-up contributions, a practical guide for plan sponsors navigating compliance and implementation for Roth Catch-Ups required in 2026 ...

What do participants want in employer-provided benefits? The Plan Sponsor Council of America’s Thought Leadership Committee recently tackled common misperceptions about what participants want in ...

A rose by any other name would smell as sweet. And so it is that by June 15, Illinois Secure Choice will have new tech features as well as a new name.

How important is foreign diversification in retirement investment? Research shows that many retirement investors are very exposed to the U.S. market, but lack recommended levels of foreign asset ...

In real life, the steady, unglamorous work that holds everything together long before anyone thinks to acknowledge it is anything but simple.