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SECURE
1932 posts
Trump Accounts App Now Live in Advance of Program’s July 4 Launch
Treasury Secretary Scott Bessent touts app and program’s potential financial literacy benefits during White House press briefing Thursday
The Retirement Industry’s Infrastructure Is the Problem
In this op-ed, 401GO’s Jared Porter argues the retirement industry’s biggest challenge isn’t plan design or pricing—but the fragmented infrastructure underlying how plans are built, administered, and connected
Columbia Threadneedle, IRI Chief Executives Announce Retirements
Plus, news from Edelman Financial Engines, Wealth.com, StepStone, American Capital Management, and more
Retirement Savings Portability: An Idea Whose Time Has (Finally) Come
Tom Hawkins explains how a convergence of industry innovation, public policy momentum, and technological advancement is transforming the old paradigm
Annuity-Integrated TDFs Reach Momentum
Assets in target-date funds with annuities secured $42 billion as of March, up from $25 billion the year prior
Sen. Cassidy’s Defeat Follows ‘Champion of Retirement Security’ Recognition
The lawmaker conceded the Republican primary in Louisiana following his loss to Rep. Julia Letlow and Treasurer John Fleming
State Auto-IRA Programs Eclipse $3 Billion in Retirement Assets
State-facilitated retirement savings plans now count 1.2 million funded accounts as more states grow and launch auto-IRA initiatives
Lawmakers Revive Startup Tax Credit Bill for Micro-Businesses
While legislation under SECURE 2.0 offers startup tax credits, many micro-businesses end up not utilizing the credit because of its formula
Latest Bill Opens Door for Charitable Giving in Retirement Plans
The proposed legislation has also gained wide support from the American Retirement Association
Basic Capital Welcomes Jake Eigner, Wealthspire Acquires Fi3 Advisors
Plus, news from Bogart Wealth, Cetera, IRA Financial, and more