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SECURE
1933 posts
Why In-Plan Annuities are Gaining Momentum at Work
New LIMRA research shows majority of workers interested in guaranteed income products—and plan sponsors have taken note
May 31, 2024
Ascensus Joins T. Rowe Price in 529 Partnership
Ascensus will provide recordkeeping and account servicing for over 675,000 account owners under T. Rowe Price's four 529 programs
May 29, 2024
Savers Still Unaware of 529 Features
A recent survey from Edward Jones finds that 75% of Americans are uninformed about the full benefits that 529 plans offer
May 23, 2024
Broadridge 360: The Latest Fiduciary Rule, a Convergence, and Refined Client Experiences
The first day of the Broadridge 360 Advisor Summit covered the latest trends surrounding the retirement planning industry
May 20, 2024
Cruising Through Retirement at a Fixed Price for Life
Cruise ship for retirees to embark on “transformative journey across seven continents” beginning May 30
May 17, 2024
Corporate Roundup: Principal Acquires Ascensus’ ESOP Business, Empower Names CCO
Principal announced it is acquiring Ascensus' ESOP business, Empower appoints a new chief compliance officer, and more
May 17, 2024
Underutilized 401(k) Managed Accounts Breed Much Higher Retirement Confidence for Users
New research from Cerulli validates an unmet demand for the type of help offered through DC managed account solutions
May 17, 2024
3 Spending Patterns Impacting Pre- and Post-Retirees
J.P. Morgan Asset Management paper explores effects of retirement spending behaviors
May 16, 2024
House, Senate Resolutions Introduced to ‘Disapprove’ DOL Fiduciary Rule
Resolution of disapproval under the Congressional Review Act filed today seeks to invalidate final rule set to take effect in September
May 15, 2024
AllianceBernstein Expands Retirement Income Suite
AB says its expanded solutions adapt to the needs and preferences of DC plans
May 15, 2024