Concurrent Hires Retirement Division Lead
David Montgomery was most recently the director of Retirement Investment Services at OneDigital
Top 10 Highlights from PSCA’s Newest Survey of 401(k) Plans
Participants and organizations contributed more to 401(k)s in 2023 than the year before, finds PSCA in their latest survey
IRS Extends Deadline for Certain RMDs
The decision was made after commenters expressed concerns on challenges in implementing the final regulations
Key Changes May Come in Latest Social Security Bill
The Social Security Fairness Act was initially passed by the Senate on Wednesday and is now waiting on a final vote
Caregiving and Unexpected Costs Add to Financial Struggles for Pre-Retirees
Rising inflation, caregiving priorities, and unexpected financial hits have led some to feel less financially prepared for retirement, finds SOA
Retirement Industry Trends to Look Out for in 2025
The IRIC expects to see in-plan retirement income to make a big impact in 2025
Employees Reflect on Financial Wellbeing this Holiday Season
Older workers share key financial lessons like saving for retirement earlier, maximizing employer matches, and building an emergency savings fund
Pontera and IAA Collab on Wealth Management Services
IAA's 140 partner firms will be able to view, analyze and manage clients' 401(k)s and other workplace plan accounts
Crypto Usage Represents Less than 1% of DC Plan Investments
The GAO report also lists recommendations for the DOL to improve federal monitoring of crypto in 401(k) plans
Corporate Roundup: Morningstar Names CFO, Ellevest CEO Steps Down
The latest news from Morningstar, Ellevest, IRALOGIX, and more