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SECURE
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Year-End 401(k) Plan Compliance Checklist
Deadlines and regulatory changes to make sure plan sponsors are ready for before 2022 rolls around
IRI Expert Weighs in On Morningstar Update to 4% Rule
In light of recommended change to longstanding rule of thumb, Insured Retirement Institute’s Frank O’Connor says annuities can protect retirement portfolios while delivering lifetime income
Retirement Benefits Get Big Boost in Strike-Breaking John Deere Contract
More than 10,000 Deere & Co. UAW employees will see higher matching contributions and other enhancements as part of new six-year deal
Most Americans Strongly Support State-Run Retirement Programs
New National Institute on Retirement Security research finds Millennials particularly supportive of state-based auto-IRA programs to help those lacking workplace plans
Colorado, New Mexico First to Partner on State-Run IRA Program
“Historic” partnership agreement creates the first auto-enroll IRA multi-state program in the country
Fidelity Launches Product to Help Near Retirees Convert 401(k), 403(b) Funds into Guaranteed Income
New digital solution provides workers with flexibility to choose amount of pension-like retirement payments
First Ever Fossil-Free Index Fund Launches in U.S.
Sphere and Reflection Asset Management introduce mutual fund that excludes fossil fuels from 401k plans
Annuities Best for Middle- and Mass-Affluent Clients, Advisors Say
New research from the Secure Retirement Institute reveals what advisors working with pre-retirees and retirees say are the lifetime income “sweet spots”
House Committee Introduces New ‘RISE’ Retirement Plan Bill
The bill would establish a retirement plan "lost and found" with the DOL
Workers Stressed About Looming End of Student Loan Payment Pause
Study finds 95% of nonprofit and public sector borrowers will have difficulty when payments resume in February—but public employers can help