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SECURE
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ERISA Industry Committee Proposes Major 401(k) Reforms
The 401(k) needs a facelift, according to an industry group that advocates exclusively for large employer plan sponsors.…
6 Keys to 401(k) Firm Success
At the end of March, I am setting off on a new adventure—retirement. It’s a subject I know something about, having spent almost all my 40-year…
Bernie vs. Biden: Retirement Plan Proposals
Now that the race for the Democratic presidential nomination is down to Bernie Sanders vs. Joe Biden, we compare their views on 401(k) issues.
By Default: DC Plan Adoption of Auto Features Still Rising
Nowadays, employees have to “opt out” more than they have to “opt in” when it comes to company…
Coronavirus Leads Clients to Contact Retirement Advisors, but Most Stay the Course
About two in three advisors say their clients have been more apt to reach out to them due…
Sanders Bill Seeks to Limit Executive Retirement Plans
Executive retirement plans are the latest tax break for the wealthy to draw the attention of Bernie Sanders.…
Expanding 401k Access Highlights IRI’s 2020 Advocacy ‘Blueprint’
“Expand opportunities to save for retirement by enhancing access to, and features of, workplace retirement plans” is the…
Iowa Proposes Harmonized Annuity Best Interest Regulation
As annuities are poised for meaningful expansion into 401k plans as a result of the SECURE Act, states…
Association Retirement Plan Debuts in Connecticut in Wake of New DOL Rule
In the wake of the U.S. Department of Labor’s highly anticipated final rule on ARPs taking effect last…
Top 20 Best and Worst Cities at Money Management
Step it up, Georgia. While citizens in cities in California and the Northeast fair well with money management…