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SECURE
1933 posts
Despite Being Confident, Even Millionaires Need Financial Help
A Northwestern Mutual survey finds 48% of millionaires believe their financial plan needs improvement
Vestwell and TIAA Introduce Lifetime Income Offering
The solution will be available to all Vestwell partners and supported by TIAA and Vestwell
Asset Managers Prioritize Accelerating AI Adoption
Over half of asset managers say they are currently using or planning to use AI within the next year as part of their advisor segmentation strategy
Retirement Clearinghouse Releases Saver’s Match Resources
The resource will answer questions about the Saver's Match provision in SECURE 2.0, set to begin in 2027
NAGDCA Introduces Fiduciary Guide on Brokerage Windows
The guide will offer insight into the fiduciary aspects of incorporating brokerage windows in DC plans
Corporate Roundup: Alight Names CEO, Prudential to Meet $221M Multiemployer PRT
The latest news from Alight, Prudential, and Corebridge Financial
Retirement Accounts on Continued Upswing in Q2: Fidelity
401(k), 403(b), and IRA accounts have all experienced consistent growth throughout 2024, reports Fidelity's latest analysis
TIAA, Accenture Team Up to Enhance Recordkeeping Capabilities
Accenture will support TIAA’s recordkeeping operations through automation and enhanced processes, while TIAA will keep full responsibility for its retirement plans
More Leakage – Deeper in Debt!
Why Congress’ decision to increase liquidity via new distribution options increases leakage and impedes retirement preparation
Corporate Roundup: Mercer 401(k) and PEP Top $3.5B, Principal Appoints COO
The latest industry news from Mercer, Principal, and Ascensus