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4 DC Trends to Watch for in 2025 with Vanguard’s Jeff Clark
Discover 2025 retirement trends shaping workplace plans, from Roth contributions and auto enrollment to financial wellness programs.
Voldemort and Your 401(k)
A Post-Mortem on the Benartzi-Adams “Debate”
Pontera and IAA Collab on Wealth Management Services
IAA's 140 partner firms will be able to view, analyze and manage clients' 401(k)s and other workplace plan accounts
Crypto Usage Represents Less than 1% of DC Plan Investments
The GAO report also lists recommendations for the DOL to improve federal monitoring of crypto in 401(k) plans
Gen X Expects Needing $1M to Retire Comfortably
Yet the reality is that most expect to save around $600,000, finds Schroders
Morningstar Lowers Retirement Withdrawal Rate to 3.7%
Morningstar credits higher equity valuations and lower fixed income yields for the decrease in its new State of Retirement Income report
Lack of ‘Annuity Fluency’ Hindering 401(k) Participant Interest
Nevertheless, TIAA survey finds 3 of 4 employers see growing demand for lifetime income in retirement plans over next 5 years
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