Search Results
SECURE
1877 posts
IRS Announces ‘Pre-Audit’ Retirement Plan Pilot Program
The IRS will determine whether to issue a closing letter or to conduct a limited or full scope audit
Swisher, Roberts Joint Venture Launches its First PEP
A key differentiator is that employers retain the exclusive right to hire investment professionals of their choosing
Yet Another State IRA Program Set to Debut Mid-2023
Virginia’s state-facilitated private retirement program has selected Vestwell as program administrator and BlackRock as investment manager
Recordkeeper Adds Suze Orman’s Emergency Savings Tool
Partnership means the emergency savings program will be available to Milliman retirement plan clients
Draft Legislation to Strengthen Retirement and Emergency Savings Introduced
'The RISE & SHINE Act includes a wide range of policies to create additional protections for workers and retirement savers'
529 Plans Still Have an Identity Problem
As “National 529 Day” approaches, Edward Jones survey finds only two in five Americans recognize 529 plans as an education savings tool—and only 13% are using them
Worker Financial Stress Increases, But So Do Retirement Contributions
BrightPlan’s 2022 Wellness Barometer Survey finds a significant increase in employee financial stress since compared to last year, but most say they have increased contributions to retirement accounts
Inflation Impacting Short-Term Financial Decisions, But Not Retirement Contributions
New York Life’s latest Wealth Watch survey finds Americans making changes to spending habits to maintain or increase contributions to retirement savings
Global Atlantic’s Nelson Honored as IRI’s 2022 Champion of Retirement Security
Powerful annuity advocate chosen for her tireless dedication and commitment to advancing IRI-supported public policies through advocacy, communications, education, and other initiatives
New Congressional Working Group Seeks to Expand Retirement Security
Senators John Hickenlooper (D-CO) and Thom Tillis (R-NC), and Representatives Terri Sewell (D-AL) and Lloyd Smucker (R-PA) to focus on boosting access to retirement plans for low- and middle-income Americans