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1877 posts
Why Momentum is Building for Emergency Savings Accounts
Emergency savings accounts are having a moment. The Wall Street Journal calls matching emergency savings accounts the “the…
September 2, 2021
The Best Qualified Default Investment Alternative for Pooled Employer Plans
This 401(k) Specialist article introduces Pooled Employer Plans (PEPs) as follows: Pooled Employers Plans were born out of…
September 2, 2021
Americans Overconfident But Underprepared For Unexpected Death
American civilian and military families may talk about and prioritize life insurance and end-of-life planning, but a new…
September 1, 2021
Postponing Retirement Slows Cognitive Decline: Study
Postponing retirement slows cognitive decline according to a new study by The Max Planck Society for the Advancement of Science in Germany.
September 1, 2021
Social Security Trust Funds Lose Another Year of Solvency
Go ahead and lop another year off of Social Security’s long-term solvency. The Treasury Department finally released the…
August 31, 2021
Retirement Expectations Don’t Align with Savings Behaviors for Many Over 40
Shocker: Many people over 40 have unrealistic retirement income expectations due to their own subpar savings behavior. According…
August 31, 2021
Most Retirees Wait Until RMDs to Tap Retirement Accounts
New research paper shows most people don’t tap retirement accounts before required withdrawals (RMDs), and then only withdraw the minimum.
August 25, 2021
Who is Responsible for 401(k) Plan Mistakes?
Who is responsible when a plan fails to apply the correct definition of compensation in determining benefits, fails…
August 25, 2021
Clock About to Start Ticking on Lifetime Income Illustrations
Twenty-five days. That’s how long until the Department of Labor’s Interim Final Rule pertaining to the new lifetime…
August 24, 2021
Record 401(k) Savings Rates, Account Balances Revealed in Fidelity Q2 Retirement Analysis
There’s plenty of good news in Fidelity’s just-released second quarter retirement analysis, including record-high 401(k) savings rates and…
August 19, 2021