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SECURE
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Want to be Highly Valued by Plan Sponsors? Improve Participant Outcomes!
Plan sponsors most value advisors’ ability to improve retirement readiness for four years straight, finds Fidelity Investments’ 16th annual Plan Sponsor Attitudes Study
IRS, Treasury Dept. Release Final Regulation for Roth Catch-Up Contributions
The final rule considers comments received in response to proposed regulations issued by the IRS and the Treasury Department in January
Investment Round Fuels Nestimate’s Retirement Income Focus
$3 million in funding for Kelby Meyers’ company will ramp up product development and scale customer support capabilities
Dems, Sanders Want to ‘Keep Billionaires Out of Social Security’
New bill introduced in Senate today seeks to reverse “disastrous cuts” they claim Trump administration has made to the Social Security Administration
Lincoln Taps Retirement Plan Services President; Voya Named Workday Wellness Partner
The latest news from Lincoln Financial, Voya, Franklin Templeton, Prime Capital, Creative Planning, and more
2027 Saver’s Match Could Supercharge Auto-IRA Participation
Pew Charitable Trusts research finds SECURE 2.0 provision coming in 2027 puts states on the clock to make prospective beneficiaries eligible for the matching contribution by adopting auto-IRA programs
U.S. Up One Spot in 2025 Global Retirement Index
Americans seem more optimistic about a secure retirement while underlying concerns remain, finds today’s annual report from Natixis Investment Managers
401GO Unveils Program Matching 401(k) Sponsors with Advisors
401GO Chief Growth Office Stan Smith will be leading the new program
Workers Feel On-Track with Retirement Savings But Plan Sponsors Disagree: BlackRock
New “Read on Retirement” study shows striking disparity in beliefs surrounding retirement readiness
PSCA, Prime Capital, Transamerica Mark ‘401(k) Day’ With New Campaigns
Each initiative encourages retirement planning among plan sponsors and participants