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Just like auto enrollment and the default selection of target-date funds, the adoption of auto portability was given a push by SECURE 2.0 and the upcoming Saver's Match Program will allow low-income workers to save even more for retirement.

The IRS's new fact sheet includes guidance for provisions on de minimis financial incentives, Roth SIMPLE and SEP IRAs and designated Roth matching contributions – and how these provisions impact how certain amounts are reported on their W-2s.

The IBM lawsuit caught the attention of Labor Department, which claims the three-year deadline to bring a fiduciary claim doesn't apply because workers didn't have "actual knowledge" of the ERISA violation.

The younger generations demonstrate that they are getting their savings on track, while Gen X and baby boomers more often report falling behind on savings and struggling to catch up before retirement, says a new report.

The Department of Labor is seeking nominations for five, three-year vacancies on the ERISA Advisory Council, which meets four times a year to make recommendations to the Secretary regarding functions carried out under ERISA.

Workers are feeling more optimistic about their retirement prospects and more confident they can achieve their retirement goals, according to a new Charles Schwab study.

Julie Su, the acting DOL secretary, is thinking, carefully, about issues such as private equity ownership and reinsurance.

Financial advisers will play a critical role in educating plan sponsors, who have been a little reluctant to put annuities inside of a 401(k) plan until SECURE 2.0 now makes it more advantageous for employers, says trade group LIMRA.