Defined Contribution

The act would streamline the complicated 402(f) notice, which requests a distribution from a 401(k) plan.

Andrew Stumpff Morrison argues that trying to tap nest eggs without help from annuities is unwise.

The IRS also released technical guidance regarding all cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2026 in Notice 2025-67 PDF, posted today on IRS.gov.

Americans older than 75 now control an “extraordinary” amount of wealth relative to younger generations and people who were in that age bracket in past decades.

Although 56% of plan sponsors believe employees are prepared to manage finances without a paycheck in retirement, only 42% of participants feel the same.

Although studies show that many members of this generation risk outliving their financial resources, retirement could become even more challenging as members of Generation X approach age 65.