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SECURE
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Sens. Thom Tillis, Tina Smith Named IRI’s 2023 Champions of Retirement Security
Leadership on enacting bipartisan RILA Act of 2022 earns them the honor
‘Personalized Investing’ is Future of DC: Wilshire
New white paper highlights trends and evolution of multi-asset portfolio solutions in the defined contribution space, particularly TDFs and Managed Accounts
IRI, SIFMA Object to ‘Potentially Punitive’ NASAA Proposal
Organizations say unnecessary revisions go too far and could limit consumer access to annuities
Should They Stay or Should They Go?
When it comes to 401(k) participants no longer working at a company, Innovest’s Kyli Soto and Troy Jensen take inspiration from The Clash classic in suggesting why plan sponsors might want to provide nudge toward moving those assets out of plan
Employers Overestimate Employee Retirement Confidence
A large number of employers believe their employees are prepared for retirement, but only 63% of plan participants feel the same.
Next 12 Months Could be Tipping Point for In-Plan Annuities
New LIMRA study explores challenges and opportunities for adding in-plan guaranteed lifetime income solutions in retirement plans
IRS Proposes New LTPTE Regulations for 401(k)s
Long-awaited guidance for long-term part-time employees triggers 60-day comment period
Mutual Funds Turn 100 in 2024; ICI Launching National Partnership Program to Celebrate
Investment Company Institute introducing a program to commemorate an innovation that made saving and investing accessible and affordable
Brighthouse Releases Fixed Indexed Annuity Suite
Brighthouse's new SecureKey touts growth opportunities and protection against market loss
More Americans Expect to Delay Retirement to Age 63
Those who don't have any financial plan in place plan to delay a full five years more, finds Empower