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1 in 8 Adults Over 55 Plan to Delay Retirement Due to COVID
New research found one in eight U.S. adults (13%) over the age of 55 who expect to retire…
Congressman Wants to Eliminate Required Minimum Distributions (RMD)
Rep. Kevin Brady, R-Texas, discussed the SECURE Act and its possible successor, SECURE 2.0, during a live webcast on Thursday.
DOL Issues Final Rule on Proxy Voting for Retirement Plans
The DOL announced a somewhat softened final rule on Friday that provides guidance on proxy vote procedures for…
401(k) Plan Provider NWPS Bought by Raymond James
Broker-dealer Raymond James is expanding its retirement services offerings by acquiring independent 401k plan administrator NWPS.
Forget Social Security, Are ‘Birthright Funds’ Better?
Birthright funds Social Security could ease retirement challenges by using compound growth to secure future wealth for all Americans.
Paychex is Latest to Introduce a Pooled Employer Plan
The “PEP” pool keeps growing. Paychex, Inc. announced Dec. 9 it will be among the first in the…
Senate Hearing Focuses On 4 Retirement Saving Challenges
Retirement issues were front and center Wednesday in a remote Senate hearing chaired by Senator Rob Portman, R-Ohio.…
Employers Increasingly Eye Innovative DC Plan Features
nnovative DC plan features help boost retirement savings, enhance financial wellbeing, and support employees with long-term security.
Post-Pandemic: Getting Your Practice and Your Clients to the Other Side of Normal
We are finally seeing some encouraging headlines around vaccines and a potential end to the global pandemic coming…
Feelings of Financial Security Stable Despite Volatility
Americans’ levels of financial security are surprisingly smooth as tumultuous 2020 ends, something seen all year despite unprecedented…