Retirement Regulation

The average 401(k) retirement balance was $131,700 as of the fourth quarter of 2024.

SECURE 2.0 has considerably expanded access to PEPs for small and midsize employers, but many don’t understand the tax credits now available to them.

While a recent survey claimed more than 700,000 American companies could be at risk of fines and legal penalties for fiduciary failures in their retirement plans, we wanted to know how small and mid-sized employers can stay compliant with the resurge in fiduciary lawsuits.

The tax-deferred plan, similar to a 401(k) plan, is the basis for a plan that is being proposed with new legislation called the Retirement Savings for Americans Act, which could expand savings for millions of low- and moderate-income private sector Americans.

The Securities and Exchange Commission has placed more restrictive regulations on asset managers that may attempt to influence shareholders with a large equity stake in a company on ESG topics.

The cannabis industry’s premier partner in human resources and payroll solutions has launched a fully-vetted retirement plan by partnering with Vanguard, First Citizens Bank and PCSRetirement.

The Labor Department was granted its motion to pause two federal court cases challenging its Retirement Security Rule, which was finalized last April and had been set to go into effect last September, but has been beset by lawsuits.

The industry nonprofit has launched a Financial Planning Hall of Fame to honor financial planners, academics and policymakers who have advanced the profession in “meaningful and enduring ways.”