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1933 posts
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…
Millennials Underestimate Retirement Needs
Millennials' retirement confidence may be based on a serious misunderstanding of how much they actually need to live on, study shows.
TAPO Kathleen Kelly Adds Insight to Case Study of $2B Lenovo 401(k) Plan
Here at 401(k) Specialist, we’re proud of all our Top Advisor by Participant Outcomes (TAPO) honorees over the…
Long Time Coming: Why Transamerica is Well-Positioned for the Pooled Plan Wave
We wanted to talk about PEPs, but Deb Rubin corrected us, and for a good reason. “When anybody…
‘Financial Wellness Membership’ Targets Boomers
Silvur launches first-of-its-kind “financial wellness membership” via an app for the modern Boomer retiree in a post-pension world.