Search Results
SECURE
1933 posts
The Saver’s Match and Auto Portability: A Powerful Combination
Tom Hawkins says combining the power of the upcoming SECURE 2.0 change with the efficiency of auto portability provides a unique opportunity to create a more inclusive, effective retirement savings system
Corporate Roundup: Principal Names Brant Wong as Retirement Solutions Head, CCO Joins Ascensus
The latest news from Principal, Prudential, Ascensus, and MassMutual Financial Advisors
Capitalize Digital Rollover Tech Coming to Webull Platform
Capitalize’s Rollover API will allow users to seamlessly transfer legacy 401(k)s into Webull retirement accounts
Employers Least Likely to Implement Retirement Income Solutions
While plan sponsors worry about how participants will retire, just 17% are "very" or "extremely" likely to offer a lifetime income solution
‘2025 National Retirement Summit’ Coming March 12 from BlackRock, Bipartisan Policy Center
Invitation-only event will bring 250 industry leaders, policymakers and execs together in D.C. to prioritize policy supporting personal savings
More Women Take the Lead in Household Financial Decisions
Women respondents to a CFP Board survey were likelier to be concerned about the ability to afford a comfortable retirement and provide caregiving support
Top Social Security Official Resigns in Wake of Clash with Musk’s DOGE
Michelle King replaced as acting commissioner by Leland Dudek after King refused to comply with DOGE demand for access to sensitive info; Move raises alarms with Social Security advocates
Student Loan Retirement Match Program Making a Big Impact at Candidly
SECURE 2.0-enabled solution driving significant increases in retirement plan participation and employer match maximization, reveals provider’s 2024 Annual Impact Report
Avoiding the Snags of Long-Term, Part-Time Rules
Experts Theresa Conti and Christina Tunison break down the complexities behind long-term, part-time rules
Half of U.S. Workers Unaware of Saver’s Credit
As tax season ramps up, TCRS says participants need a reminder of potentially eligibility