"Draft versions of the One Big Beautiful Bill Act didn't include changes to retirement plan contributions or taxation. However, permissible investments in defined contribution plan menus are an issue to watch, specifically alternative investments and values-based investment strategies."  MORE >>

"[T]he Helping Young Americans Save for Retirement Act [S 1707] ... is intended to encourage employers to open their plans to younger workers without immediately incurring additional compliance costs.... [T]he Protecting Americans' Retirement Savings Act [S 928] ... highlights an increasing expectation for retirement plan investments to align not only with financial objectives but also with broader national policy concerns."  MORE >>

"State mandates are a new baseline for employer-sponsored benefits.... [O]nly one in four employers knows whether they operate in a state requiring that they offer a retirement plan.... On the surface, state-run retirement programs may look like an easy and low-cost option. But these programs generally miss out on important benefits for the employer and their employees."  MORE >>

"In the immediate term, respondents expect the biggest trend to be the continued rise of Registered Index-Linked Annuities (RILAs), but over the next three years, respondents believe that increasing in-plan annuity adoption will become the dominant trend. In fact, Goldman Sachs' findings show that roughly 8 in 10 (79%) respondents are viewing in-plan retirement income as a top three priority."  MORE >>

"IRA custodians do not track aftertax amounts and aren't required to do so. They have no way of knowing how much of an IRA balance is aftertax. That responsibility rests with the IRA owner."  MORE >>

"[A recent survey] found that while 91% of sponsors thought participants were either very or somewhat prepared for retirement, “just” 69% of participants felt that way.... [T]hese are separate surveys of participants and plan sponsors — not just in time, but in…location. These are NOT the participants in the plans overseen by these specific plan sponsors, and these participant sentiments expressed are from participants not under the guidance/purview of the surveyed plan sponsors. Perhaps if the plan sponsors associated with these particular participants’ plans were surveyed, they’d have a more muted confidence."  MORE >>

"Market volatility, recession fears, tariff uncertainties and other macroeconomic factors are driving many investors to rethink their long-term retirement and financial plans.... The life and annuity sector has a chance to offer simpler financial products and digital tools to make things clearer for clients. To do this effectively, however, the industry must transform, update and enhance its processes."  MORE >>

"[T]he program is designed to 'promote clarity, consistency, and transparency in the application of federal labor standards.' Any interested party, including employers, employees, and unions, may submit requests, particularly in cases where existing laws are unclear or do not fully address specific workplace scenarios."  MORE >>

"Aronowitz was approved on a 14-9 vote, with Sens. Tim Kaine (D-Va.) and John Hickenlooper (D-Colo.) crossing party lines to support the nominee. He still needs to be confirmed by the full Senate, however, before he can officially take office."  MORE >>

Statement of Chairman Paul S. Atkins: "Our rules must be grounded in achieving the Commission's three-part mission: investor protection, fair, orderly and efficient markets, and capital formation.... These rules should be cost-effective for companies to comply with and provide material information to investors in plain English.... Today's roundtable is one of the first steps in considering whether the current executive compensation disclosure requirements achieve these objectives, and if not, how the rules should be amended." [Also available: remarks by Commissioners Hester M. Peirce, Caroline A. Crenshaw, and Mark T. Uyeda]  MORE >>