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1933 posts
Transamerica Launches AI-Powered ‘Pearl’ to Speed Retirement Plan Rollovers
New virtual assistant combines AI, data, and human support to help participants consolidate retirement accounts in days instead of weeks
Why Plan Sponsors Need a Clear Uncashed Distribution Check Policy
Tom Hawkins outlines key components of a retirement plan uncashed distribution check policy to mitigate fiduciary risk
‘How America Saves 2026’ Preview: Strong Market, Auto Features Power Record 401(k) Balances
Early look at Vanguard’s annual overview of retirement saving behavior shows automatic enrollment and escalation driving higher savings rates
5 Forces Reshaping Retirement Led by Rise of the ‘Individualized Pension’
BlackRock’s inaugural 2026 Retirement Trends Report explores how 401(k)s are evolving to become each worker’s personal pension
IRI Urges Congress to Mandate Lifetime Income Option in DC Plans
Insured Retirement Institute’s 2026 Retirement Security Blueprint includes 33 proposals
Women Identify Themselves as CFOs of Their Households
Millennial women especially take charge of finances at home, reports Allianz Life
Trump Retirement Proposal Raises Major Policy Questions
Plenty of questions surround President’s State of the Union retirement plan tease, including how it could impact proposed RSAA legislation, the discontinued myRA program, or be paired with the Saver’s Match
Workers Prioritize Emergency Savings, Sufficient Retirement Income: J.P. Morgan
Research from J.P. Morgan Asset Management highlights key trends in participant savings and spending
Trump Retirement Plan Proposal
Coverage of the proposed 2026 federal Trump retirement plan offering up to $1,000 in annual matching contributions for uncovered workers.
5 Reasons Why Bridging Retirement Savings Plan Gap is Crucial
TIAA’s Tim Pitney says expanding access to workplace plans is both an economic and moral imperative