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SECURE
1933 posts
Basic Capital Welcomes Jake Eigner, Wealthspire Acquires Fi3 Advisors
Plus, news from Bogart Wealth, Cetera, IRA Financial, and more
Account Aggregation the ‘Missing Link’ for In-Plan Retirement Income
New IRIC/Manifest white paper explains how fragmented retirement accounts undermine income solutions and suggests what plan sponsors, advisors and recordkeepers can do about it
Utilizing Intentional Planning to Safeguard Retirement Savings
While only 13% of individuals are on track to save enough for retirement, planning ahead can ultimately increase and protect retirement savings, finds Guardian
SEC Informal Guidance Clears Path for PEP Growth and CIT Access
New SEC staff guidance removes key regulatory hurdles, allowing pooled employer plans to scale more easily, expand access to lower-cost CIT investments, and better serve small and self-employed employers
What They’re Saying: Industry Reaction to Trump Retirement Plan Executive Order
Retirement industry quick to support creation of TrumpIRA.gov and use of Saver’s Match to expand retirement savings
Trump Executive Order Seeks to Bring Retirement Savings to Millions
During Thursday signing ceremony, President Trump talks up the new federal IRA marketplace and Saver’s Match coming in January 2027
Graff, Colangelo Talk ‘Closing the Loop’ in Retirement Plans with Guaranteed Income
ARA, Prime Capital leaders highlight need for standardization to drive adoption during Qualified Plan Fiduciary Summit in Dallas
Waverly Advisors Acquires $3.1B RIA
Plus, news from Mercer, Western & Southern Financial Group, AdvisorCRM, and more
Trump Signing Executive Order Today Creating ‘TrumpIRA.gov’
Action expected to direct Treasury to develop a federal IRA savings program workers can use starting in 2027 to enroll in a private-sector retirement plan while leveraging new Saver’s Match
Mega Employers Uninterested in Alternatives
Callan’s DC Trends Survey fields responses on plan satisfaction and the most popular SECURE 2.0 provisions among 80 mega employers