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 ...

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 ...

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 ...

the IRS has clarified that auto-enrollment applies to all participants in the plan, establishing one set of regulations that addresses the SECURE 2.0 provision requiring newly-established 401(k ...

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 ...

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.

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 ...

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 ...