Search Results
SECURE
1933 posts
Securian Financial’s Ted Schmelzle: How to ‘PEP Up’ Your Retirement Plan Business
The passage of the SECURE Act continues to resonate, and something the industry has “tried forever” is finally here—the ability to cost-effectively pool retirement plans to bring better scale to small employers. Article presented by: Securian Financial
4 Key Steps Plan Sponsors Can Take to Guard Against 401(k) Lawsuits
2020 turned out to be another landmark year in a growing trend of ERISA class action litigation involving…
How Employers Can Tackle the $1.7 Billion Student Debt Issue
With 44 million Americans owing an estimated $1.67 trillion in student debt, there has been much focus on…
Nationwide, Annexus Roll Out ‘Next-Gen’ In-Plan Guaranteed Income Solution
Nationwide and Annexus Retirement Solutions today announced that they have partnered to bring to market “Lifetime Income Builder,”…
Senator Warren to Join Finance Committee, Will Introduce Wealth Tax
Senator Elizabeth Warren, D-Mass., will join the Senate Committee on Finance in the 117th Congress, she announced on…
Another PEP Pops Up, This Time for CPAs in Massachusetts
Another PEP has popped up. Integrated Partners, a national financial planning and registered investment advisory firm, with advisory…
Why Creating Income Solutions in Target Date Funds is So Important
The passing of the SECURE Act of 2019 paved the way for increased utilization of lifetime income options. The…
A Different Kind of GoP (Group of Plans)
While Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) got the lion’s share of attention last year…
4 Big Trends for Retirement Plan Advisors in 2021
Pooled employer plans and the changes they will bring to the industry will lead many of the trends…
Is COVID a Catalyst for More Retirement Saving?
The COVID-19 pandemic and its effects on the economy had Americans tightening their belts, and it may be…