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SECURE
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Wealthspire Unveils Wealthspire Institutional, Osaic Taps President
Retirement industry news from NFP, Wealth Enhancement, Blue Ridge, Prudential, The Standard, Nationwide, and more
Fred Reish Joins Prime Capital Retirement
Highly respected ERISA authority leaving Faegre Drinker to lead Prime Capital Retirement’s fiduciary and ERISA practice
Public Pension Benefits Dip in Value, Especially for Short and Mid-Term Workers
Full-career workers can still achieve adequate retirement income despite the drop
Participants’ Credit Card Debt Reduces Retirement Funding
Other factors, including a lack of salary increases and employer contributions, further add to a lack of retirement readiness
Neal’s ‘Automatic IRA Act’ is Back
Congressman reintroduces bill requiring employers with more than 10 employees that do not sponsor a retirement plan to auto-enroll employees in IRAs or 401(k)s
Employee Participation in 403(b) Plans Jumps for 2024
The annual survey from PSCA finds increases in automatic features and advice among nonprofit plans
House Passes INVEST Act, Sends it to Senate
In addition to greenlighting CITs in 403(b)s, bipartisan capital formation bill intended to create more investment opportunities, improve efficiency, and reduce regulatory barriers while still maintaining investor protections
Advocates for CITs in 403(b)s Express Support for INVEST Act that Could Pass House Today
Legislation was debated on House floor last night but didn’t come up for a vote
Sens. Cassidy, Kaine Honored as ‘Champions of Retirement Security’
Insured Retirement Institute bestows 2025 award to Senate HELP Committee members who partnered on bipartisan retirement bills
401GO Raises $33 Million in Series B Funding to Expand Advisor and Embedded Partner Ecosystem
Fundraise will allow firm to scale in-house technology to meet growing partner demands