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SECURE
1933 posts
DOL, Industry Leaders React to Trump’s EO Signing on Private 401(k) Funds
Organizations and firms issued their support for the new executive order expanding access of alternative investments to DC retirement plans
Trump Signing EO Today Enabling Private 401(k) Investments
Executive order directing DOL and SEC to provide guidance to employers caps months of speculation; alternative assets including real estate and cryptocurrency also included
Should 401(k) Plans Offer Annuities and Alternative Investments?
Jeff Briskin of Briskin Consulting questions whether private equity options should be included in retirement plan accounts
Small Employers Not Taking Advantage of Plan Startup Tax Credits—And That’s a Big Problem
Recent NBER report shows only 5.5% of eligible firms claim SECURE 2.0-expanded tax credit for starting workplace retirement plans
Empower Hits $2.5B in ISA Sales, Strongpoint Partners with UBP
The latest news from Empower, Strongpoint Partners, Savvy Advisors, and Nationwide
Saver’s Match Could Add $2 Trillion in Retirement Wealth: Morningstar
Model puts dollar figure on total potential gains for Americans at retirement age as result of new program taking effect in 2027
IRI to DOL: Don’t Undermine Annuity Access in 401(k) Plans
Retirement income trade association says scheduled withdrawal of safe harbor rule would disrupt inclusion of lifetime income solutions in workplace retirement plans
DOL Requests Public Input on Backing PEPs for Small Employers
EBSA is asking industry experts on how it could help small employers offer pooled employer plans as a retirement benefit
Managed Account Usage Shows Positive Impact on Retirement Savings
Participants who were on and off track for retirement both reported beneficial effects to their savings after enrolling in managed accounts
Candidly Unveils Multi-Agent AI Platform
The feature, Cait, amplifies the interconnected nature of financial planning, including topics centering on student loan debt and college planning