In late 2025, lawmakers in both the House and Senate reintroduced legislation to help ensure that retirement plan participants with low balances don’t lose track of their savings during a job change.
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The U.S. Department of Labor (DOL) has proposed a new rule to clarify the steps employers should take when deciding whether to include investments that hold alternative assets in their 401(k) plans.
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529 savings plans are tax-advantaged education savings vehicles and one of the most common ways to save for college today.
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Real estate investment trusts (REITs) can offer a consistent income stream and help provide portfolio diversification.
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According to an analysis of Census Bureau survey data, more than 24 million U.S. households — or one in five — reported having at least $1 million worth of assets in 2023.
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