Retirement Regulation

An interruption of benefits is likely within the next 90 days, former Commissioner Martin O'Malley says.

The average 401(k) retirement balance was $131,700 as of the fourth quarter of 2024.

SECURE 2.0 has considerably expanded access to PEPs for small and midsize employers, but many don't understand the tax credits now available to them.

While a recent survey claimed more than 700,000 American companies could be at risk of fines and legal penalties for fiduciary failures in their retirement plans, we wanted to know how small and mid-sized employers can stay compliant with the resurge in fiduciary lawsuits.

The tax-deferred plan, similar to a 401(k) plan, is the basis for a plan that is being proposed with new legislation called the Retirement Savings for Americans Act, which could expand savings for millions of low- and moderate-income private sector Americans.

The Securities and Exchange Commission has placed more restrictive regulations on asset managers that may attempt to influence shareholders with a large equity stake in a company on ESG topics.