ERISA’s Next 50 Years
As defined contribution plans have taken over for defined benefit plans over the first 50 years of the landmark legislation, enabling increased access to 401(k)s, more personalization, better use of auto features and retirement income are among the key issues ERISA is expected to face looking forward.
‘Retireholics: The Movie’ Set to Disrupt ‘Glicked’ Box Office Dominance?
Here’s the story behind the long-awaited film—with special guest star Fred Reish—set to debut on “Blackout Wednesday”
Informational Copies of 2024 Form 5500 Now Available
EBSA joins IRS, Pension Benefit Guaranty Corp. in releasing informational copies and instructions online
J.P. Morgan Wealth Management Tops J.D. Power’s Digital Experience Rankings
Firm ranks first in overall customer satisfaction and among self-directed investors as new study finds most firms not living up to client expectations
10 ‘Wealthiest, Safest’ Retirement Towns
GOBankingRates is back with another ranking of U.S. retirement havens fancied by wealthy seniors who value safety
CITs in 403(b)s Saga Adds More Twists and Turns
While some consumer groups urge lawmakers to reject a bill that would allow collective investment trusts in 403(b) plans, advocates ramp up push for passage before year’s end
GreenPath 401k Debuts as ‘First Fully Vetted and Transparent’ Retirement Plan for Legal Cannabis Industry
Green Leaf Business Solutions taps First Citizens Bank as Custodian to bring top-tier 401(k) plans to legal cannabis operators
Half of Retirees Stress Over Spending Retirement Savings
Alliance for Lifetime Income research finds spending their savings creates anxiety and is having an emotional toll; nearly a third are spending faster than expected
DOL Starts Collecting Data for Retirement Savings Lost & Found
SECURE 2.0 mandates the new online database go live by Dec. 29
Big Changes in U.S. News 2025 ‘Best Places to Retire’ List
New methodology shakes up U.S. News & World Report ’s rankings released today, catapulting Florida towns up the list while Pennsylvania towns plummet