If you're struggling to save for retirement, some new changes to retirement savings plans that went live earlier this year ...

On January 10, 2025, the Treasury Department and the IRS issued Proposed Regulations addressing one of SECURE 2.0’s signature ...

The same research team that documented the impact of auto-enrollment and auto-escalation in 401(k) plans has returned to the ...

Provisions of the Secure 2.0 Act took effect Jan. 1, but regulators only last week proposed rules to govern new automatic ...

Starting with the 2025 tax year, the SECURE Act 2.0 requires employers that establish new 401(k) or 403(b) plans to auto-enroll employees in the savings plans. The minimum auto-enrollment ...

I am all for an increase in retirement plan coverage. The problem is the errors that go with it. The long-term, part-time rule for ...

The Treasury Department and the Internal Revenue Service issued proposed regulations Friday for several provisions of the SECURE 2.0 Act, including ones related to automatic enrollment in 401(k) and ...

Under SECURE 2.0, participants earning $145,000 or more are required to make catch-up retirement contributions via Roth rules ...

SECURE 2.0 extended the catch-up limit for people between ages 60 and 63, but 55% of eligible savers aren't even aware that ...

It’s long been noted that inertia is a powerful force regarding behavioral finance and automatic enrollment — but it may have limits, according to a new study.

The same research team that documented the impact of auto-enrollment and auto-escalation in 401(k) plans has returned to the topic to assess how real-life events affect the longer-run effect of ...