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SECURE
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Student Loan Payments Negatively Impact 401(k) Contribution Rates, Account Balances
Joint EBRI-J.P. Morgan Asset Management report finds making student loan payments lowered both the average employee contribution rate and account balance
As Women’s Earnings Rise, So Do Their Financial Responsibilities
An Allianz Life report finds that more women are taking on financial responsibilities as they become breadwinners of their households
‘Automatic IRA Act of 2024’ Enthusiastically Welcomed by Retirement Industry
Bill introduced today by Rep. Richard Neal (D-MA) has support of ARA and IRI, among others
Retirement Confidence Has Remained ‘Below Average’ Since 2022
New PGIM index shows growing gap between financial and retirement confidence
Ohtani’s ‘Retirement’ Strategy, NQDC Plans and 2024 Stock Trends with ‘401(k) Lady’ Jeanne Sutton
We’ll talk about the Shohei Ohtani contract and the power of non-qualified deferred compensation plans with Jeanne Sutton, known as “The 401(k) Lady."
Democrat Bill Resurfaces to Eliminate Federal Taxes on Social Security
Rep. Angie Craig reintroduces “You Earned It, You Keep It” Act, which would also raise the Social Security payroll tax
Betterment at Work Launches Student Loan 401(k) Matching Solution
Employers using the Betterment at Work solution will be able to make matching 401(k) contributions on an annual or per-payroll basis
Americans Saved More in 2023
The uptick in overall savings is related to the fact that more U.S. adults worked with tailored financial strategies last year, reports New York Life
Retirees Face Lack of Financial Security
A new report from Nationwide finds that half of current retirees are concerned with running out of money
Annuities in Retirement Plans: Tamiko Toland’s Insights on Guaranteed Income Solutions
Guaranteed in-plan lifetime income solutions is a hot topic in the workplace retirement market these days, and we wanted to hear from one of the foremost experts on these products in “Annuity Yoda” Tamiko Toland.