News Archive

The nation’s youngest members of the workforce have ambitious goals to retire at an early age, though they also believe they are facing more obstacles to do so than those before them. In fact, according to Charles Schwab’s annual nationwide survey of 401(k) plan participants, Gen Z workers (21–26... READ MORE

One of the most important—yet confusing—tasks a public school district has when sponsoring a 403(b) plan is understanding its administrative responsibilities and the best practices used to serve as a good steward of these plans.  ERISA or Not? When determining your organization’s responsibilities... READ MORE

There’s an oft-repeated line from that 1967 classic movie “Cool Hand Luke” about a “failure to communicate,” writes Nevin E. Adams. JD in MarketBeat. He continues that there are literal barriers in terms of language, of course—but all too often there also barriers built of different life... READ MORE

A hearing has been set concerning legislation that would make Massachusetts the next state to institute a state-run retirement program that would provide coverage for private-sector employees whose employers do not.  The Joint Committee on Financial Services of the Massachusetts legislature will... READ MORE

The timing of when one leaves the workforce has a variety of effects—and a recent study examines whether, and how, it affects one’s lifestyle during retirement, writes John Iekel in MarketBeat. READ MORE

An apple for the teacher? The most bountiful bushel of them—and the one most frequently dipped into—appears to be that provided for public-sector teachers, according to the Bureau of Labor Statistics (BLS).  Its most recently released report about employee benefits in the United States, which... READ MORE

Amid ongoing market volatility, plan participants are increasingly keeping a close eye on their retirement account balance via mobile apps, writes Ted Godbout in MarketBeat. He discusses a report that mobile apps have taken center stage as a critical tool for retirement investors.  READ MORE

After enduring one of the worst stock markets in decades, health savings account (HSA) investment assets have grown rapidly, according to Devenir’s 2023 mid-year HSA market survey report.  As part of its 26th semi-annual HSA survey, Devenir reports that, at the mid-point of 2023, $116 billion in... READ MORE

Concerns about increasing partisanship in traditionally bipartisan retirement policy and legislation was the theme of a conversation between Brian Graff and Preston Rutledge at the ERISA 403(b) Conference in Washington, D.C., on Oct. 2. Graff, CEO of the American Retirement Association, and... READ MORE