Retirement Regulation

ERIC notes that its own employer members have been fiduciaries for decades.

By staying informed and proactive, advisors and brokers can help ensure that employee benefit plans remain robust, compliant, and beneficial for all stakeholders.

Plan sponsors and employers are searching for advisors and consultants who are highly knowledgeable about SECURE 2.0 provisions, according to a new UBS survey.

While the official IRS announcement will come next month, the contribution limit for retirement accounts will likely increase from $23,000 to $23,500 in 2025, according to new Mercer and Milliman reports.

"This should be a point of welcome relief to celebrate — and it is, in part."

The depletion of funds will directly impact retirement strategies, which is why employers need to focus on enhancing employee 401(k) plan offerings, promoting higher contribution rates, and providing financial literacy programs, says a new Atticus survey.