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SECURE
1933 posts
IRI Issues ‘To Do’ List for Congress to Improve Retirement Security
Plan provides an early blueprint for “SECURE 3.0” legislation focused on bipartisan bills and amendments with an emphasis on lifetime income solutions
Rising Costs Leave Employees Struggling to Save for Emergencies
Increasing cost of living deters employees from saving adequately to an emergency savings fund, Fidelity Investments reports
Bill Would Mandate Employer Contributions
Employers would be required to add 50 cents for each hour worked to participants’ retirement savings
Most Millionaires Don’t Consider Themselves ‘Wealthy’
New Northwestern Mutual research shows half think their financial planning needs improvement
Midwest Tops Charts in U.S. News 2026 ‘Best Places to Retire’
Changes in methodology from U.S. News & World Report resulted in a complete revamp for the 2026 list
Taft-Hartley Plan Sponsors Balance Competing Pressures in Controlling Costs, Providing Strong Outcomes
Morgan Stanley survey finds plans report strong need for broad education for both trustees and participants
Morgan Stanley Acquires EquityZen, Industry Veterans Unveil HSA Gamified Loyalty Program
Plus, news from Strongpoint Partners, Osaic, Prospera, and AssetMark
New Bill Targets Social Security COLA Formula
The “Boosting Benefits and COLAs for Seniors Act” would allow SSA to consider adjusting formula if it would increase benefits for seniors
More Than a Third of Gen X Plans to Delay Retirement
New paper finds “forgotten generation” is least confident and least financially prepared; recommends policy fixes
Held-Away Assets: Fidelity-Pontera Feud Highlights Different Perspectives on Access vs. Security
A closer look at the recent standoff over 401(k) account access via credential sharing