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What Are Key Considerations for Implementing a Safe Harbor 401(k) Plan?
If a potential plan sponsor is considering implementing a 401(k) plan for employees, or changing the plan provided,…
Rosy Forecast for Income-Focused Annuity Products
LIMRA SRI predicts accumulation-focused annuity product sales will grow a hefty 30%-35% by 2023, as Boomers look for guaranteed retirement income solutions.
Retirement Bills to Receive Big Push From Industry Lobbyists
401k watchers are keeping a close eye on Congress in 2019, and so are retirement industry lobbyists. Now…
Confidence in Retirement Security Nears All-Time High
Retirement confidence survey shows strong retiree optimism, with most feeling secure about expenses, healthcare, and living comfortably.
Study by Finke, Pfau Shows Annuities Improve Retirement Outcomes
Annuities still have an image problem, but new research including 10,000 simulations show income annuities really do improve…
401kTech: Alexa Skills and ‘Personalized Retirement Accounts’ for Plan Participants
As a “head’s up” for 401k advisors looking to keep up with the latest technology intended to make…
401(k) Advisors are Late to Digital Transformation
While many businesses are talking about digital transformation, relatively few have actually implemented it. According to a recent…
Yale Prof REALLY Wrong on 401(k) ‘Failure’
401(k) retirement debate myths debunked, addressing coverage, fees, and Social Security comparisons with clear facts.
Wade Pfau to Head RICP Designation at The American College
Wade Pfau, renowned retirement expert, appointed Director of RICP, enhancing retirement planning education at The American College.
3 Reasons Why Baby Boomers Are In (Serious) Retirement Trouble
A new survey reports the disturbing finding that almost half of Baby Boomers, a demographic of 78 million…