According to Fidelity Investments’ latest Q3 2025 retirement analysis, average 401(k), IRA and 403(b) account balances reached new record highs, driven by consistent savings and positive stock market ...

Titled "How to Future Proof Your Practice with NQDC," it features retirement plan industry superstars Jeff Acheson, Christopher Cervantes, and Jeff Cheshier speaking about non-qualified deferred ...

Target-date funds (TDFs) have continued to grow in popularity and total assets, according to data from the PSCA 68th Annual 401(k) Survey. Their usage as a default has also continued to grow at a ...

Yet another forfeiture reallocation suit has been dismissed — with no opportunity to amend the claims deemed insufficient.

Responding to a call from a financial advisor in New York, the ERISA consultants at the Retirement Learning Center (RLC) address whether a client can undo an in-plan Roth conversion.

As the U.S. experiences a growing number of centenarians, a new report sheds light on an increasing disconnect between the expected length of retirement and worker readiness.

The Securities and Exchange Commission’s (SEC) examination staff announced that they will be scrutinizing recommendations made to older investors and retirement savers in their 2026 Examination ...

Last week, we (finally) got the new contribution and benefit limits for 2026 from the IRS. Some (you know who you are) seem to think we make too much of this. I disagree.

Defined contribution plans need to transform from accumulation-focused vehicles into comprehensive retirement security systems to address a persistent “guarantee gap” that jeopardizes Americans’ ...

Kelsey Mayo is Chief of Retirement Policy & Regulatory Affairs with the American Retirement Association.

Bank of America is launching 401k Pay, a new digital solution designed to simplify and convert 401(k) account assets into retirement income.

A federal judge has ruled that another of the genre of forfeiture reallocation suits has failed to state a claim.