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SECURE
1933 posts
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…
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…
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.
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…
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…
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…
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…