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SECURE
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Don’t Fail to Protect Financially Naïve 401(k) Beneficiaries
Like the excessive fee debacle, it will probably take lawsuits to remedy this breach of responsibility
Vanguard Enhances its Target Retirement Series
Moves announced today to merge funds and launch new trust with higher equity allocation for retirees expected to lower investor costs by $190 million
Dems Poised to Slam Door on Mega-Backdoor Roth IRAs
Closing Roth conversion loopholes used by HNW investors being touted as a way to help pay for Biden Administration’s $3.5 trillion spending bill
401(k) Participant Views on Communication, TDFs and Lifetime Income
State Street’s latest DC Participant Survey provides insight on what’s still the best way to reach participants, TDF use and growing interest in retirement income resources
401k Auto-Portability Takes ‘Giant Leap Forward’ with Vanguard, RCH Deal
Service providing plan sponsors with a new portability solution to simplify small-balance 401k rollovers expected to launch in mid-2022
AssetMark Launches Pooled Employer Plan for SMB market
New offering expands access to retirement plans for small- to medium-sized businesses
U.S. Slips in 2021 Global Retirement Index
Iceland once again tops the annual Natixis index for retiree financial security while 4 in 10 Americans say “it will take a miracle” to retire securely
401k Participants Want Guaranteed Income Options: 2021 NAPA 401k Summit
They are ready to act once a guaranteed lifetime income investment option is available in their retirement plan
Auto-IRA, Saver’s Credit Provisions of $3.5 Trillion Spending Bill Pass Key Committee
Legislation that would require U.S. companies without retirement plans to automatically enroll workers in individual retirement accounts narrowly…
Financial Wellness Programs Score High with Employees
Financial wellness programs have never been more popular. According to the National Financial Educators Council’s (NFEC) annual survey,…