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SECURE
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Participant Loses $114,000 in 401(k) Rollover to Fraudster Intercepting Paper Checks
Case of New York City man highlights issue with paper checks instead of secure digital transfers
Paper Cuts: Congress Moves to Modernize Investor Disclosures
Bipartisan backers of “Improving Disclosure for Investors Act of 2025” say e-delivery saves time, paper and money
529 Day Puts College Savings in the Spotlight
Only 2 in 5 believe they are saving enough for college as more than 43 million Americans are carrying student loan debt
Jackson Releases Nasdaq 100 Index Option
The firm also announced enhancements to its traditional variable annuity product suite
Caregivers Urge for Support in the Workplace
Edward Jones report finds caregivers feel increasingly unsupported in their roles, as Voya launches new caregiving concierge service
Corporate Roundup: FINRA Appoints Public Governor, Lincoln Financial Taps CTO
The latest news from FINRA, Lincoln Financial, NAPA, Hightower, and more
‘Trump Accounts’ Christened as New Name for ‘MAGA Accounts’ in GOP Tax Bill
The new savings accounts, likened to a “401(k) for kids,” are included in the bill passed early Thursday in the House
Sens. Introduce Bipartisan Bill to Encourage Automatic Enrollment
The Auto Reenroll Act would allow plan sponsors to reenroll non-participants into their workplace plans
Multiple Retirement Bills—Including CITs in 403(b)s—Being Marked Up in House This Week
Two bills supported by both ICI and IRI among two dozen being considered by House Financial Services Committee
Participants Press for Lifetime Income Options in Retirement Plans
Almost all 401(k) participants in new data from Nuveen and TIAA want their employer to offer guaranteed income options in retirement plans