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"The National Strategy for Financial Inclusion" report leans heavily on the Treasury working to implement SECURE 2.0 provisions, such as Saver's Match, emergency savings programs and auto-enrollment.

The focus for 2025 will be on continuing to comply with rules issued in prior years in which details are still being ironed out (or for which there are proposed changes).

There's a proposal to cap the tax-free amount available for health care expenditures, including amounts paid by both an employer and an employee, according to the Republican Study Committee's budget proposal.

The employer who received the IRS letter can fund HSAs, HRAs and student loan aid through a retirement plan.

While the Democratic candidate withdrew $135,000, the average amount people withdrew from their retirement accounts was $15,000 – and less than half (43%) have paid it back, according to a FinanceBuzz survey.

Cigna has opened a mental health support line to non-members.

Partnering with a retirement plan specialist can help you design a 401(k) plan that supports recruitment and retention efforts without causing more administrative work that takes away from focusing on growth.

Here is a brief summary of items that employers and benefits advisors should be aware of for health plans as we close out 2024 and head into 2025.