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SECURE
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AllianceBernstein’s Lifetime Income Strategy Tops $5 Billion Milestone
Looking for a SECURE Act success story? Consider news today from global investment and research firm AllianceBernstein L.P.,…
Help Participants by Cutting Back on Need to Make Decisions: Broadridge Fi360 Conference
Don’t ask 401k plan participants to make decisions they aren’t qualified to make—where the wrong choice can compromise…
Tips and Traps for Advisors and Small Group Plans
For anyone who doubts the potential popularity of group plans, some back-of-the-envelope math from Jason Roberts will set…
Plan Sponsors Get Company Match Back on Track
Amendment activity shows employers are bringing back the match
401(k) Balances Hit Record Levels Again: Fidelity
Despite the financial challenges caused by the continued impact of the pandemic on the global economy, average balances…
It Takes Less Net Worth to Feel ‘Wealthy’ This Year
Wealth in America has shifted—Schwab’s 2021 survey shows lowered net worth goals for being wealthy, happy, and financially secure.
Senate HELP Committee to Address Retirement Security Thursday
Momentum on Capitol Hill continues to build for addressing significant retirement reform legislation in 2021. Last week, H.R.…
Court Challenge to State-Sponsored Retirement Plans Fails
A challenge to the California Secure Choice Retirement Savings Program (CalSavers) by a taxpayer advocacy association failed last…
Orion, FeeX Team to Manage 401k and Other ‘Held-Away’ Assets
Tech giant Orion Advisor Solutions has partnered with FeeX to help advisors efficiently manage and trade held-away accounts,…
Ascensus Introduces ‘Aimee,’ a Unique Financial Wellness Hire
Recordkeeping giant Ascensus added artificial intelligence (AI) to its financial wellness offering to encourage better economic decision-making and behavior…