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SECURE
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Talking DOL Retirement Saving Priorities with EBSA Head Lisa Gomez
Lisa Gomez joins the 401(k) Specialist Pod(k)ast to talk about topics including the high-profile rewrite of the conflict of interest rule, SECURE 2.0 and its ability to address the workplace retirement plan coverage gap, and what EBSA can do to help plan advisors, plan sponsors and participants make the most of 401(k) plans to save for retirement.
Controversial ‘Retirement Savings for Americans Act’ Reintroduced in Congress
The reestablished bill is now backed by large-scale institutions and tech corporations including Goldman Sachs, SHRM, Uber and DoorDash
Countries That Beat the U.S. in Retirement System Ranking
Netherlands won the top retirement income system while Argentina placed last in the Mercer CFA Institute Global Pension Index
Why the Retirement Industry Needs to Embrace Change, Get Better at Working Together: LeafHouse Event
The theme from this week’s LeafHouse National Retirement Symposium was embracing change—and speakers noted the industry needs to get better at it through more collaboration
Women Less Confident About Retirement Prospects
Northwestern Mutual’s 2023 Planning & Progress Study finds women are much less confident they'll be financially prepared for retirement compared to men
It’s Official: 2024 Social Security COLA Set at 3.2%
Today’s announcement means average monthly check will increase by slightly more than $57 per month
Best Laid Plans: Let’s Help People Not Go Astray
While we live in a world of uncertainty, LeafHouse’s Todd Kading says there are ways to provide comfort to those who would like to have a plan that doesn’t wildly shift what income they can count on in retirement
Senate Committee Approves Bill Expanding Retirement Plan Access to Cannabis Companies
The SAFER Banking Act would offer access to banking and financial services, including retirement plans, to the cannabis industry
Older Workers Sense Impact of Student Loan Repayments
Growing number of workers ages 45 and up say the resurgence of student loan payments has negatively influenced their long-term financial planning
How to Find—And Claim—A Lost 401(k)
With $1.65 trillion in assets floating around in close to 30 million forgotten or left-behind 401(k) accounts in the U.S., here’s the story behind the issue and steps to take to track them down