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SECURE
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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
Voya Partners with SecureSave to Offer Emergency Savings Accounts
The partnership to expand emergency savings accounts builds on other launches Voya has released in recent months, including updated participant experiences for workplace retirement plans and HSAs
‘Fiduciary-Grade’ Advisors More Likely to Secure Higher 401(k) Returns
Employee Fiduciary finds that advisors who incorporate "fiduciary-grade" investment advice are likelier to produce enhanced returns for clients
Pontera, Stifel Partner to Securely Manage Client 401(k)s
Collaboration unveiled today extends capabilities of more than 2,400 Stifel advisors serving over 200,000 clients