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IRS Issues Reminder on RMD Deadlines
RMDs apply to original account holders and their beneficiaries with IRAs, employer-sponsored retirement plans, and Roth IRAs
Don’t Gamble on Waiting to Register for 2025 NAPA 401(k) Summit
Retirement industry’s biggest event headed for spectacular new Fontainebleau Las Vegas April 28-30
Transamerica Releases 401(k) PEP Solution
The solution will include professional services from DWC - The 401(k) Experts, Transamerica and Leavitt Retirement Partners
Empower Beefs Up Retirement Income Product Suite
Addition of Allianz Lifetime Income+ Annuity and Putnam Retirement Advantage Income Series to Empower lineup increases participant access to guaranteed lifetime income
Phyllis Borzi, Mark Iwry and David Kasiarz Earn 2024 Lifetime Achievement Awards from EBRI
Employee benefits industry leaders honored for careers devoted to preserving, protecting and enhancing retirement security and health benefits
Record High Number of 401(k) Millionaires, Average Account Balances at Fidelity
Q3 2024 Retirement Analysis finds Gen X savers make impressive gains; 2.2 million participants now have auto portability access
Only 1 in 4 Using Systematic Approach to 401(k) Decumulation
New study from IRALOGIX examines challenges of managing withdrawals; finds half of participants get little to no guidance from 401(k) providers
Auto Portability Adoption Surges with Portability Services Network Launch
More than 15,000 defined contribution plans have signed up during network’s first year
ERISA’s Next 50 Years
As defined contribution plans have taken over for defined benefit plans over the first 50 years of the landmark legislation, enabling increased access to 401(k)s, more personalization, better use of auto features and retirement income are among the key issues ERISA is expected to face looking forward.
Building a Service Model Dedicated to Healthcare Clients
Addressing the needs of employees in healthcare to promote overall wellbeing and improve retirement outcomes, resulting in increased employee retention