BenefitsPRO: Employee Benefits News, Trends & Sales Tips

New year, new administration: What should be top of mind for plan sponsors in 2025?

By Lynn Cavanaugh

One key area to watch is tax policy, since President Trump has been a strong supporter of extending and even making permanent tax cuts, which could potentially affect overall 401(k) growth, says Colonial Surety’s Richard Clarke.

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News

Judge rejects GOP-led challenge to Biden-era ESG 401(k) investing rule

Research

401(k) account balances increased 16% in 2024, led by millennials: Bank of America

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February 14, 2025

Don’t touch my 401(k)! Americans like their DC plans just the way they are (with tax incentives)

Most (92%) employees agreed that it was important to have choice in and control of the investments in their plans and more than eight out of 10 said that their DC plan offered “a good lineup of investment options," according to the Investment Company Institute.

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February 14, 2025

Relocating in retirement? How advisors are offering targeted guidance to pre-retirees, by region

A third of Americans don’t believe retiring in their current location makes financial sense, which is why Nationwide Financial Research’s new data can help advisors offer specific financial guidance to those in the Northeast, Midwest, West and the South.

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February 13, 2025

Social Security’s COLA could drop in 2026, as new forecast announced

While the actual 2026 Social Security cost-of-living increase for retired workers won’t be announced until October, the Senior Citizens League is predicting a 2.3% increase for 2026 – a modest decrease from the 2.5% raise in 2025.

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February 13, 2025

New fiduciary rule on hold again, as DOL puts a pause on its appeal of the federal court stays

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

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February 12, 2025

Charter Communications’ workers sue over misuse of 401(k) forfeited funds, in emerging trend

Forfeiture cases are no longer nuisance lawsuits, as top law firm Schlichter Bogard, which has been representing many plaintiffs in recent 401(k) excessive fee lawsuits, is representing the telecommunications company’s participant-plaintiffs.

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February 12, 2025

SECURE 2.0’s auto-enrollment: Driving participation in nonprofit 403(b) retirement plans

In addition, 90% of all nonprofit employees are eligible to participate in plans, a survey high, and likely expanded due to another SECURE 2.0 provision allowing long-term, part-time employees to participate, according to a PSCA survey.

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February 11, 2025

House, Senate introduce bills to allow collective investment trusts in 403(b)s, as trade groups lobby

The Retirement Fairness for Charities and Educational Institutions Act of 2025 is the latest attempt to pass CIT legislation, however, this time the Investment Company Institute and the Insured Retirement Institute are getting behind the effort.

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Advisor Sales Strategies

Top Advisor Sales Strategies Stories

New year, new administration: What should be top of mind for plan sponsors in 2025?

Judge rejects GOP-led challenge to Biden-era ESG 401(k) investing rule

401(k) account balances increased 16% in 2024, led by millennials: Bank of America

Recommended Just For You

Advisor Sales Strategies Stories

Don’t touch my 401(k)! Americans like their DC plans just the way they are (with tax incentives)

Relocating in retirement? How advisors are offering targeted guidance to pre-retirees, by region

Social Security’s COLA could drop in 2026, as new forecast announced

New fiduciary rule on hold again, as DOL puts a pause on its appeal of the federal court stays

Charter Communications’ workers sue over misuse of 401(k) forfeited funds, in emerging trend

SECURE 2.0’s auto-enrollment: Driving participation in nonprofit 403(b) retirement plans

House, Senate introduce bills to allow collective investment trusts in 403(b)s, as trade groups lobby