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SECURE
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Pontera, Manulife John Hancock Collaborate to Better Manage Held-Away 401(k)s
Pontera, Manulife John Hancock announce collaboration to better manage held-away 401(k)s and improve participant outcomes
New Bill Opens TSP Contributions for Veterans
The FORWARD Act would allow qualified retirees and veterans to make voluntary contributions to TSPs
Plans with Automatic Features Boast Stronger Account Balances
401(k) plans with auto features have higher account balances of $50,000, reports BoFA
DOGE Compromised Social Security Data, Whistleblower Claims
DOGE staffers created a live copy of data and uploaded it to an unsecured cloud environment, a top official with the SSA states
Why Your TPA’s CRM Shapes Your Results (And How to Talk About It)
Stax.ai Founder & CEO Naru Muraleedharan says advisors live with the ripple effects of whatever software their TPA runs—so make sure your TPA has a modern platform
The Power of Automated 401(k) Plan Features
Boost retirement readiness with automated plan features like auto-enrollment, auto-increase, and re-enrollment to improve savings success.
Sharebuilder 401k Offers Savings on Safe Harbor Plans, Empower Renews MTA NY Deal
The latest news from Sharebuilder 401k, SS&C Technologies, Empower, Ascensus, Manulife, Transamerica, and more
State Auto-IRAs Reach $2 Billion in Assets
Over one million workers across 12 states have accumulated the total amount
Social Security Plays Bigger Role for Lower-Income Households
Over half of those with a household income of less than $50k say Social Security will be their primary source of income in retirement
DOL Eliminates Annuity Safe Harbor Final Rule
The Labor Department removed the final rule after organizations called for its elimination, noting that it would deter employers from offering annuities in retirement plans