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673 Matching News Items

1.  Kelsey Mayo, for American Retirement Association [ARA] Link to more items from this source
Dec. 7, 2025
"Juggling multiple retirement accounts is an Olympic sport nobody signed up for.... 401(k) plans offer savers benefits that IRAs don't.... currently any Roth money will get stuck in the Roth IRA -- never making it to the new employer plan, crushing the dream of auto-portability, and potentially confusing savers ... So, what's the holdup? Why hasn't this been corrected already?"
2.  American Retirement Association [ARA] Link to more items from this source
Dec. 7, 2025
"Start with what you have.... Be smart about using commercial search services.... Make outreach count.... Document everything.... Prevention: the best missing participant strategy"
3.  American Retirement Association [ARA] Link to more items from this source
Dec. 3, 2025
"A website for Trump accounts has been created, and additional information on how to sign up will be released on Dec. 17. At least a few details will need to be sorted out, including eligible custodians, acceptable investment strategies, the status of foreign securities in pooled vehicles, and enforcing the prohibition on early withdrawals, among other issues."
4.  Plan Sponsor Council of America [PSCA] Link to more items from this source
Dec. 2, 2025
"With the retirement plan industry operating under an increasingly heavy cloud of litigation, the American Retirement Association (ARA) is calling on Congress to act on legislation that reduces abusive litigation practices that divert resources that could otherwise enhance retirement outcomes. The ARA made the request in a Statement for the Record for a hearing before the House Education and Workforce Subcommittee on Health, Employment, Labor, and Pensions (HELP)."
5.  American Retirement Association [ARA] Link to more items from this source
Nov. 26, 2025
"the ERISA Litigation Reform Act (HR 6084) ... would strengthen the pleading standards for lawsuits brought under [ERISA]. The bill seeks to ensure that retirement plan fiduciaries, employers, and participants 'operate under a more predictable, fair, and efficient legal framework,' according to a release by Rep. Fine's office."
6.  American Retirement Association [ARA] Link to more items from this source
Nov. 24, 2025
"With the Saver's Match set to go into effect in 2027, the Treasury Department announced that it plans to issue guidance stipulating that undocumented immigrants are ineligible to receive the match, as well as certain other tax credits, even if they pay federal taxes."
7.  American Retirement Association [ARA] Link to more items from this source
Nov. 24, 2025
"[The DOL] has filed a motion withdrawing its appeal of court challenges to the so-called fiduciary rule issued during the Biden administration. The motion to dismiss the appeal ... indicated that the other parties do not oppose the motion." [FACC. v. DOL, No. 24-0163 (E.D. Tex. Jul. 25, 2024; on appeal to 5th Cir. No. 24-40637; unopposed motion to dismiss filed Nov. 24, 2025)]
8.  American Retirement Association [ARA] Link to more items from this source
Nov. 13, 2025
"A professional uniquely positioned to discuss cybersecurity in the context of retirement plans offers her insights on the nuances and hard realities of protecting assets, balances, sensitive information and more from unauthorized access.... She observed that 73% of the organizations that experience a breach of security experience a second one. And this, she said, 'is because they didn't identify the cause and didn't fix it.' "
9.  American Retirement Association [ARA] Link to more items from this source
Nov. 13, 2025
"Instead of recalculating the [super catch-up] limit as 150% every year, the IRS will now index that dollar amount ($11,250) to cost-of-living adjustments (COLA).... in 2026, the super catch-up isn't just 150% of the regular catch-up -- it's whatever the indexed amount turns out to be (which, in this case, meant there was no adjustment, and it stayed at $11,250)."
10.  American Retirement Association [ARA] Link to more items from this source
Nov. 12, 2025
"[M]ost small business owners are optimistic about their businesses and are interested in offering retirement plans. Notably, Millennials (median age 37) stand out as the most open to offering a retirement plan, with more than three-quarters (77%) believing that offering one is “essential” to their business."
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