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SECURE
1933 posts
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.
AI, Wealth Management and Retirement to Grow in 2024
MarshMcLennan releases report highlighting leading retirement strategies in 2024, including a growth of AI, cybersecurity measures, and more
Feds Want Your Help to Improve Retirement Plan Benefits Info
Responses to multi-agency request for information will help shape report to Congress mandated by SECURE 2.0
The Rate of Financial Advisors is Slowly Falling
Over a third of the industry headcount is set to retire within the next 10 years, finds Cerulli
4 Retirement Initiatives Vital to Closing the Racial Wealth Gap
Tom Hawkins says retirement plan sponsors can move the needle by supporting these key retirement initiatives