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SECURE
1933 posts
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
Better Together: Fi360’s John Faustino Addresses Lifetime Income’s Need, Criticism and New Consortium
Guaranteed income in retirement plans is a big issue—big because it’s important, complex, and getting a lot of…
Mega Roth IRA Ban Back in Biden Bill, But Not Until 2029
In, out and in again provision to eliminate the controversial strategy—if it remains and if the legislation passes—wouldn’t take effect until 2029 instead of 2022
Vestwell Sets Sights on BNY Mellon’s 529, State Savings Division
The cloud-based recordkeeper is aiming to increase savings participation with acquisition and expand its workplace platform offerings
Fi360 Announces Formation of ‘Lifetime Income Consortium’
Nationwide and Alliance Bernstein have already committed