Financial Education (U.S.) Archives

Super Catch-Up Contributions: Takeaways for Employers

Amanda Wilke, CEBS

05 Feb 202617 Feb 2026

Today’s blog shares key takeaways for employers regarding “super” catch-up contribution limits for employees as outlined in SECURE 2.0 Act final rules.

401(k) Plans Compliance Defined Contribution (DC) Plans Employee Benefits Financial Education (U.S.) Legislative Regulatory SECURE 2.0 U.S.

Roth Catch-Up Contribution Final Rules: Takeaways for Employers

Amanda Wilke, CEBS

29 Jan 202617 Feb 2026

Today’s blog covers final rules issued by the Internal Revenue Service (IRS) on SECURE 2.0 Act provision requiring Roth catch-up contributions to be made by select participants.

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Introduction of Employee Benefits Compliance Issues for Mergers and Acquisitions

Anne Newhouse, CEBS

16 Jan 202617 Feb 2026

Today’s blog is an introductory overview of the mergers & acquisition (M&A) process and the various elements that benefits professionals need to consider.

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IRS Issues Q&As on Employer Contributions to Trump Accounts

Jenny Gartman, CEBS

16 Dec 202517 Feb 2026

Today’s blog covers how employer contributions to Trump accounts for children under 18 will be handled per the recent IRS notice.

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SECURE 2.0 Update

Kathy Bergstrom, CEBS

04 Nov 202517 Feb 2026

Today’s blog provides an update on the regulatory guidance issued for SECURE 2.0 as well as a look at plan sponsor adoption of some of the optional features.

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Freezing the Frame: Supreme Court Withdrawal Liability Case to Address Timing of Actuarial Assumptions

Guest Contributor

23 Oct 202517 Feb 2026

In the first withdrawal liability case to reach the Supreme Court in more than three decades, the Court will consider a statutory question, whose answer will determine pension plans have the flexibility to update actuarial assumptions after year end.

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2025 Workplace Wellness and Financial Education Survey: Key Takeaways

Rebecca Plier

09 Jul 202509 Jul 2025

Today’s blog presents findings from the Workplace Wellness and Financial Education: 2025 Survey Report, revealing details about current initiatives and insights into the changing needs of employees.

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Financial Stress Takes a Toll on Workers: How Employers Can Help

Cara McMullin

02 Apr 202502 Apr 2025

Financial Challenges Like Emergency Expenses and Basic Living Costs Impact Worker Performance April 2 is National Employee Benefits Day, celebrated annually to recognize those working in employee benefits and the important role they play in their colleagues’ well-being. The 2025 theme is […]

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Employee Retirement Security Awareness

Amanda Wilke, CEBS

28 Aug 202428 Aug 2024

Retirement is a milestone for employees that requires careful planning. Unfortunately, many employees have fallen behind in their retirement savings goals, leading to feelings of insecurity about retirement and an increase in stress and anxiety impacting their engagement, morale and productivity. Even […]

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Educating DC Plan Participants for the Long Hike to Retirement

Kathy Bergstrom, CEBS

16 Apr 202416 Apr 2024

Many years ago, I visited Grand Canyon National Park with my mom and aunt. It was unseasonably hot, but I wanted to walk down into the canyon on the Bright Angel Trail. My companions were not up for the hike, so I […]