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That Time of Year: ‘401(k) Day’ is Almost Here
Participants need a moment to focus on their finances in a fun and engaging way, and the Plan…
Jackson Introduces New Retirement Investment Annuity
Jackson National Life has launched a fee-based variable annuity designed for independent registered investment advisors (IRIAs) to specifically…
Principal Cracks 10 Million Participants After Wells Fargo Institutional Retirement Integration
Today, Principal Financial Group announced it has completed the integration of the Wells Fargo Institutional Retirement business, which…
‘American 401(k) PEP’ Debuts from Pentegra, Leafhouse Financial
The latest Pooled Employer Plan to launch has a rather patriotic moniker. Today, Pentegra, a provider of retirement…
Workers Continue to Save for Retirement, Despite Pandemic
It’s been a daunting and unpredictable 18 months, and while Americans are still saving for retirement, they are…
SMB 401(k) Provider Human Interest Valued at $1B
As small- to medium-sized business 401(k) provider Human Interest pushes toward an eventual initial public offering (IPO), the…
Senate Hearing Reveals Large Employer Support for 401(k) Auto Portability
During testimony in a Senate Finance Committee hearing “Building on Bipartisan Retirement Legislation: How Can Congress Help?” in…
ARA’s Graff Projects 51 Million New Retirement Savers if Two Bills Get Passed
Brian Graff, CEO of the American Retirement Association and Executive Director of NAPA, shared some eye-opening projections during…
‘Explosion’ in Use of Mega-IRAs by Wealthy Revealed in New Data Released by Wyden, Neal
Ever since ProPublica reported in June that PayPal co-founder Peter Thiel owns a Roth IRA that had grown…