BenefitsPRO: Employee Benefits News, Trends & Sales Tips

SECURE 2.0 catch-up contributions: What advisors and plan sponsors need to know

By Sydney Aeschlimann and Robert Stebbins

Plan sponsors, advisors and service providers have worked to implement a multitude of SECURE 2.0 provisions in the last few years; however, they still need to conquer at least two significant provisions surrounding catch-up contributions.

Read Story

News

401(k) compliance checklist: Mid-year update on important retirement plan guidance

News

Retirement insecurity looms as a 'crisis,' driving mental health concerns

Recommended Just For You

Advisor Sales Strategies Stories

August 01, 2025

Plan sponsors' new proactive strategies that can enhance retirement outcomes for participants: JP Morgan

There's been a shift in retirement planning, as plan sponsors are embracing proactive plan design strategies that cater to the diverse needs of a multi-generational workforce, including leveraging automatic features and investment defaults, according to JP Morgan's plan sponsor survey.

Read

August 01, 2025

Debt is impacting Black Americans' ability to save for retirement: EBRI

Employers can help with these financial concerns with more education and financial wellbeing programs, as Black Americans are more likely to look to their employers for help in their retirement planning, according to an Employee Benefit Research Institute survey.

Read

August 01, 2025

Plan sponsors are pushing the retirement industry forward with new proactive strategies: JP Morgan

The most effective ways plan sponsors can boost retirement readiness are by getting as many employees as possible investing in the plan and getting them to contribute as much as possible, according to the JP Morgan Asset Management survey.

Read

July 31, 2025

Less-tenured public sector employees worried about retirement readiness: Financial education is key

Providing financial education specific to the employer retirement plan – or even linking employees to online retirement needs calculators – can help employees better prepare for retirement, according to MissionSquare.

Read

July 29, 2025

The power of 401(k) auto-solutions to drive participation rates to all-time highs: Vanguard

In 2024, 93% of auto-enrollment plans had participation rates of 80% or higher, compared with 49% of voluntary enrollment plans, according to Vanguard's annual How America Saves report.

Read

July 28, 2025

'Left-behind' 401(k)s could cost job-hopping workers $90,000 by retirement

Gen Zers, in particular, are more likely to accumulate multiple small 401(k) accounts that are prime targets for automatic transfers to low-yielding Safe Harbor IRAs, which were never meant to be long-term investing vehicles, according to PensionBee.

Read

July 28, 2025

Gen Z unfazed? Retirement strategies of the 4 generations, as financial noise persists

As financial volatility persists, Gen Z is engaging with their finances at a younger age than millennials and leveraging technology, according to a new Betterment survey.

Read

‹ ‹ PREV 6 7 8 ... 557 › NEXT ›

Advisor Sales Strategies

Top Advisor Sales Strategies Stories

SECURE 2.0 catch-up contributions: What advisors and plan sponsors need to know

401(k) compliance checklist: Mid-year update on important retirement plan guidance

Retirement insecurity looms as a 'crisis,' driving mental health concerns

Recommended Just For You

Advisor Sales Strategies Stories

Plan sponsors' new proactive strategies that can enhance retirement outcomes for participants: JP Morgan

Debt is impacting Black Americans' ability to save for retirement: EBRI

Plan sponsors are pushing the retirement industry forward with new proactive strategies: JP Morgan

Less-tenured public sector employees worried about retirement readiness: Financial education is key

The power of 401(k) auto-solutions to drive participation rates to all-time highs: Vanguard

'Left-behind' 401(k)s could cost job-hopping workers $90,000 by retirement

Gen Z unfazed? Retirement strategies of the 4 generations, as financial noise persists