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SECURE
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Financial Finesse, SecureSave Reveal Partnership Expanding ESAs
Users will be able to sign up for an emergency savings account through SecureSave's page on the Financial Finesse platform
401(k) Forfeiture Lawsuits and SECURE 2.0 Compliance with Richard Clarke
The “flavor of the month” in retirement plan ERISA lawsuits seems to be 401(k) forfeiture reallocation cases, where…
SECURE 2.0 Provisions Remain a Top Priority for Plan Sponsors
MFS’ Retirement Outlook 2025 reveals key themes for 2025, including risk of a “no-landing scenario”
Participants with Advisors Way More Confident of Secure Retirement
First Pontera 401(k) Literacy Study finds more than 8 in 10 participants working with a financial advisor are better informed and contribute more
Industry Groups Press Congress to Finalize SECURE 2.0 Technical Corrections
The ICI and the IRI are among some of the groups urging Congress to pass the SECURE 2.0 Technical Corrections Act of 2023
Commonwealth Secures $7M Funding from JPMorgan for Low-Income Initiative
The program by Commonwealth plans to improve the financial wellbeing of 2.5 million LMI households
Corporate Roundup: Capitalize Secures $19M, Empower, Miami Dolphins Partnership
The latest news from Capitalize, Empower, ShareBuilder 401k and The Standard
SECURE 2.0’s Saver’s Match: The Promise and The Challenges
Tom Hawkins explores four key themes associated with the impactful SECURE 2.0 provision set to replace the Saver’s Credit for tax years following 2027
SPARK Institute and Vanguard to Host SECURE 2.0 Workshop
The event will focus on fostering collaborations between 401(k) recordkeepers and payroll providers to enact SECURE 2.0 mandates
Gen Xers Doubt Their Ability to Retire Securely
As a solution to their worries, nearly half of Gen Xers say they are willing to work past retirement, finds Natixis Investment Managers