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Biden to Swap 401(k) Tax Breaks for Credits
Breaking news in a number of financial and political publications about the possibility that Joe Biden would—if elected—end…
401(k) Specialist Reveals 2020 ‘Top Advisor by Participant Outcomes’ Finalists
DENVER, Colo., August 24, 2020—401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors…
DALBAR Warns of Hidden Burdens Related to Rollovers in New DOL Rule
Could the Department of Labor have underestimated the compliance costs that would be associated with its proposed regulation…
DOL Announces Estimated Income Rule for Retirement Plan Participants
Workers receive an ongoing lifetime income estimation from Social Security, and now they will from employer-sponsored plans as…
COVID’s Alarming Impact on Income: By the Numbers
Not that it’s necessarily a surprise, but concerning nonetheless. Approximately one-third (31%) of respondents have lost their entire…
Half of 401k Plan Sponsors Want Help Understanding CARES Act
While eight in 10 plan sponsors say they are familiar with retirement plan provisions of the CARES Act,…
Do 401(k) Menus Suffer from a Generation Gap?
Traditionally, fixed-income investments have been used to reduce a portfolio’s overall volatility to an acceptable level without significantly…
7 Tools to Make Sure Retirement Savings Last Longer Than Retirees
As Americans get older and potential retirement timelines get longer, savers have legitimate concerns about how to make…
Principal, Wells Fargo IRT Integration Progressing Despite COVID Challenges
Principal Financial Group today announced marked progress in the integration of the Wells Fargo Institutional Retirement & Trust…
Automatic for the People: Workers Want “Extreme” 401k Plans
More and more 401k participants want “extreme” automatic 401k plans from their employers, according to new research from…