As plan sponsors continue to evaluate the optional provisions of SECURE 2.0, many have selected which ones best align with their participants, according to Fidelity Investments.

The Securities Industry and Financial Markets Association (SIFMA) & Financial Services Institute (FSI) argue that the rule — while intended to strengthen investor protections — would actually limit their access to retirement products.

Pre-retirement withdrawals is the single biggest factor causing wealth disparities, plus the fact 57 million American workers do not have access to a retirement savings plan at work, according to a recent Morningstar webinar.

The Treat and Reduce Obesity Act provides coverage for patients who had an insurance plan that covered the new weight loss drugs, like Wegovy and Ozempic, before they entered Medicare.

Two court rulings, in response to lawsuits filed by Republican-led states, prohibit the Saving on a Valuable Education (SAVE) student loan forgiveness plan set to begin July 1, from moving forward.

The good news is that 79% of workers plan to stay at their job for the next year, however, employee work/life balance is a key concern, according to a new Bank of America survey.

T. Rowe has launched a 5-dimensional (5-D) framework to offer plan sponsors a standard language to understand how different income solutions require participant tradeoffs to meet individual objectives.

The Department of Labor has responded to one of two court challenges to its soon-to-be-effective fiduciary rule that updates the definition of a fiduciary by arguing that the new rule is lawful and will protect investors,