J.D. Power found account security is now one of the greatest drivers of customer satisfaction with retirement platform digital tools, along with usability and design features such as visual appeal, navigation and speed. buff.ly/NQsc5wf #Retirement #MarshMMA

Nearly two-thirds of workers feel on track with their retirement savings, but there is a record gap between their confidence level and that of their employers, according to BlackRock’s 2025 Read on Retirement survey. buff.ly/2eZyA8C #Retirement #MarshMMA

Roth Catch-up Contribution Deadline Remains, But Will It Be Moved (Again)? The SECURE 2.0 Act requires certain participants to make their catch-up contributions on a Roth basis, but due to administrative complexity, the provision was postponed to 2026. buff.ly/62Gru8M

A new report from the Congressional Research Service analyzing the two provisions found the Saver’s Match will likely reach and benefit more retirement savers than the Saver’s Credit. buff.ly/GXoUvV6 #Retirement #MarshMMA

The U.S. Department of the Treasury and Internal Revenue Service issued final regulations regarding after-tax, Roth source catch-up contributions that will take effect in 2027, clarifying previsions in the SECURE 2.0 Act of 2022. #Retirement #MarshMMA bit.ly/46K6ITm

Proposed Bill Would Permit Transfer of Unclaimed Retirement Distributions to State Claim Programs: The legislation attempts to move lost savings closer to workers who might be able to claim them by directing them to the state level. #MarshMMA #Retirement buff.ly/mjSUql6

Despite increases in participation and contributions, PSCA observes how education among employees remains a concern for organizations. Learn how employers can help close knowledge gaps and support long-term financial health. #Retirement #MarshMMA bit.ly/48psUDx

Explore the recently published guidance from the SPARK Institute, outlining key practices for plan sponsors and service providers to avoid fiduciary risk. #Retirement #MarshMMA buff.ly/FrFa9Uj

What Might Top EBSA’s Priority List Under Aronowitz? The new agency head will have to balance an executive order, SECURE 2.0 deadlines and other responsibilities. #MarshMMA #Retirement buff.ly/2J7pXV8

Americans who are simultaneously raising young children and caring for aging parents are struggling to balance caregiving demands with their long-term financial well-being. buff.ly/BbUiRo6 #MarshMMA #Retirement

There are various concerns surrounding the adoption of private market investments in DC plans, but a new white paper by Cerulli Associates and DCALTA takes a deep dive into addressing some of these "misconceptions." buff.ly/ihAqb6y #MarshMMA #Retirement

We’re excited to announce that Allison Veronie has recently joined our team as a Director, Plan Consulting and Acquisition Support. Welcome, Allison! #MarshMMA #NewHire

5 Key Questions (and Answers) on New Roth Catch-Up Contribution Regulations: A practical guide for plan sponsors navigating compliance and implementation for Roth Catch-Ups required in 2026. buff.ly/svAl6Rf #Retirement #MarshMMA

Benefits Continue as Major Factor in Employee Retention: Nearly one-quarter of those surveyed by Bank of America considered leaving their employer due to insufficient benefits, up nine percentage points from 2024. buff.ly/XQIi7fR #Retirement #MarshMMA

‘Forgotten’ 401(k)s Have Doubled in Last Decade: The abandoned accounts now hold more than $2 trillion in assets, according to Capitalize. buff.ly/1bOyEBk #MarshMMA #Retirement

A new Goldman Sachs Asset Management survey and report revealed 42% of workers across generational cohorts say they are living paycheck-to-paycheck. bit.ly/3IGXuOG #Retirement #MarshMMA

Starting soon this handle will be no longer be active. To stay up to date and learn what is new please follow us here: X.com/Marsh_MMA.

Starting soon this handle will be no longer be active. To stay up to date and learn what is new please follow us here: X.com/Marsh_MMA.

Starting soon this handle will be no longer be active. To stay up to date and learn what is new please follow us here: X.com/Marsh_MMA.

Starting soon this handle will be no longer be active. To stay up to date and learn what is new please follow us here: X.com/Marsh_MMA.