Pat Murphy, president of John Hancock Retirement Plan Services, calls it “auto-enrollment 2.0,” and “the next phase of auto.” Automatic features are redefining retirement plan best practices, ...

On January 10, 2025, the Treasury Department and the Internal Revenue Service issued Proposed Regulations on the automatic enrollment requirements introduced by SECURE 2.0. The Proposed Regulations ...

As a gerontologist who has helped countless older adults navigate the Medicare maze, I’ve seen how one enrollment decision can shape someone’s quality of life for decades. That’s why the new ...