Recent data shows that Americans’ 401(k) balances reached record levels in 2025. Average account balances climbed to nearly $168,000, while median balances increased to more than $44,000. At first glance, these numbers suggest that retirement savers are...
One of the biggest questions surrounding Trump Accounts has finally been answered. The Department of Labor recently issued Technical Release 2026-02, concluding that Trump Accounts and most employer contribution programs associated with those accounts gene...
One of the least glamorous jobs in retirement plan administration is dealing with missing participa...
For years, the retirement plan industry operated under a relatively straightforward business model....
I recently read a survey showing that most Americans would prefer to solve Social Security’s ...
I recently read that financial literacy in America has fallen to its lowest level in a decade. Amer...
The recent Fidelity data showing average 401(k) balances dipping in the first quarter of 2026 has a...
The retirement plan industry loves a good panic. Every few years, we’re told something new will d...
Just when retirement plan sponsors thought disclosure rules couldn’t get any more convoluted, the...
For once, retirement plan sponsors received a rare piece of regulatory news that doesn’t require ...
