Retirement Trends

While diversification and return potential drive interest, most advisors say greater ERISA/regulatory clarity is also needed, according to Empower’s survey.

High-performing professionals in client-facing industries like law, consulting, and accounting are increasingly stretched for time. Rethinking financial wellness through the lens of their jam-packed schedules can unlock long-term value for employees and employers alike.

The Illinois Secure Choice Savings Program now requires employers to ensure that enrollees’ accounts are individual retirement accounts, which can be contributed to from multiple employers and allow employees to retain their accounts when switching jobs.

As the Social Security Trust Fund is projected to run dry in 2033 and DOGE cuts are taking a toll on access to benefits, workers say Congress should increase the Social Security payroll tax rate or raise the retirement age, according to a Transamerica report.

The Department of Labor has requested a third 60-day extension to consider next steps in the consolidated federal court case challenging the Biden-era fiduciary rule.

While the One Big Beautiful Bill Act (OBBBA) that President Trump signed into law on July 4, 2025, somewhat surprisingly does not directly address any issues related to qualified retirement plans, it does impact executive compensation in a couple of ways that may be of interest to executives and their financial advisors.