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The Case for Hiring an ERISA 401k Plan ‘CEO’
“John started his business with a few dollars and an idea. John’s idea, and hard work, paid off;…
(Not) Breaking News! Millennials Struggle with Money Management Decisions
More debt and decision-making demands combined with lower financial literacy levels are making it especially difficult for Millennials…
Open 401k MEPs: Not Just for Smaller, ‘Planless’ Employers?
When passage of the SECURE Act in late December opened the door for unrelated small and medium-sized employers…
401(k) MEP Expert Pete Swisher Launches New Fiduciary Firm
Retirement plan expert Pete Swisher recently announced the launch of Waypoint Fiduciary LLC., “a thinktank, consultant, and expert…
Fixed Indexed Annuities: Record Sales in 2019, Again in 2020?
Fixed indexed annuity sales hit a record in 2019 and may set new highs in 2020, according to recent figures.
GRP Advisor Alliance Aims to Tackle Student Debt Issue
GRP Advisor Alliance (GRPAA) recently announced that it’s partnering with fintech firm Earnest to provide student loan refinancing…
401k Participation, Contributions, Diversification All Show Big Gains Over Last 5 Years
More workers than ever are saving more toward their retirement and Millennials are quickly catching up to older…
4 Critical Questions When Choosing Suitable Target-Date Funds
Fiduciaries that focus solely on target-date fund performance and fees while ignoring demographics and glide path structure (among…
401(k) Millionaire Ranks Grow Again in Q4 2019
The number of 401(k) millionaires continues to grow, reaching record levels at the end of 2019 according to…
Rolling Stones Reup With Lifetime Income Tour Sponsors
Annuities and aging rockers—an unlikely partnership that just seems to work. The Alliance for Lifetime Income announced that…