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SECURE
1933 posts
New Bill Raises 401(k) Contribution Limits During COVID Crisis
The SECURE Act, CARES Act, and now the SAVERS Act? The top Republican on the House Financial Services…
‘CARES 2’ Could Include More RMD Relief
RMD relief in next stimulus could ease required withdrawals. See what Congress may change and how it could affect 401k and IRA savers.
New CARES Act RMD and Rollover Rules: Chart
CARES Act RMD Waiver gives 2020 relief by pausing required distributions from retirement plans and IRAs, with rollover options available.
Transamerica Launches Low-Cost Variable Annuity
On Monday, Transamerica announced the launch of a new variable annuity with average annual fees that are roughly…
Trump Versus Biden on 401k’s Future: Retireholi(k)s
See John Sullivan discuss the presidential candidates on RetireHoli(k)s. What are the presidential candidates saying about the 401(k)?…
Empower Retirement Pledges No Pandemic-Related Layoffs
Empower Retirement announced Thursday that it will not lay off any of its workers at any of its…
Cybersecurity Help for Advisors Working Remotely
FINRA cybersecurity alert urges firms to secure remote devices; Workplace offers free compliance software for advisors.
Finding the Right Retirement Balance with Factor Investing
Northern Trust Asset Management asked about 1,200 workers and retirees what they think about investing for retirement. There…
IRI Issues Retirement Recovery Plan
March unemployment reached 4.4%, nearly a whole percentage point over February, as businesses were forced to reduce workforces…
Interest in 401(k) Plan Annuities Rises as Result of Recent Volatility
Will rollercoaster market rides and gut-wrenching drops bring sources of guaranteed income (meaning annuities) into focus in 401(k)…