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1933 posts
IRI Pushes DOL to Issue PEP Guidance
The IRI is asking the DOL to provide guidance on fiduciary responsibilities for PEPs, among other requests
Equitable Broadens Lineup of Registered Index-Linked Annuities
The expanded suite also includes death benefit options for clients wanting to leave a legacy to loved ones
5 Retirement Plan Firms Making the 2025 Inc. 5000
This year’s list of fastest-growing private companies includes mainstays Vestwell and Ubiquity along with IRALOGIX, Strongpoint Partners and Boldin
$1K Boost Projected for 2026 401(k) Employee Contribution Limit
While employee cap expected to go from $23,500 to $24,500, forecasters say maximum annual addition for DC plans could increase to $72,000 or $73,000 based on final month of CPI data
Prudential, LPL Expand Partnership to Offer Lifetime Income Strategies
The collaboration builds upon the previous integration of Prudential Advisors with LPL
CalSavers, Ascensus Unveil AI Chatbot, Nationwide’s Eric Stevenson Retires
The latest news from CalSavers, Ascensus, Nationwide, Betterment at Work, PGIM, SecureSave, and more
3 Benefit Strategies to Reduce Employee Financial Stress
New study from Lincoln Financial reveals majority of full-time employees need more financial support—and strengthening retirement benefits a key way to help
Congruent Solutions, LeafHouse Team Up to Automate Key DC Plan Processes
Partnership automates fund performance and factsheets integration to streamline operational efficiency for 401(k)s
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