Retirement Trends

Of those returning to the workforce, the majority said they were either very enthusiastic, or somewhat enthusiastic about going back to work.

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.

After replacing its pension plan with a cash-balance plan last year, IBM has now completed a PRT, transferring $6 billion in defined benefit pension plan obligations for 32,000 participants.