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SECURE
1933 posts
Solo 401(k) Plans Eligible for Up to $1,500 in Tax Credits
SECURE 2.0 auto-enrollment tax credit provides “substantial incentive” for self-employed individuals to open Solo 401(k)s says My Solo 401k Financial
Wash, Rinse, Repeat
Jack Towarnicky is confident economic analysis of DC plan mandated disclosures will confirm that costs dramatically exceed the benefits
‘Most Viewed’ Articles of 2023 Driven by 7 Topics
A look back at what subjects resonated most with 401(k) Specialist readers over the past year
State Auto-IRA Assets Pass $1 Billion Milestone
The Pew Charitable Trusts reports that more than 800,000 savers are participating in states with programs up and running
4 Key Findings from the New Auto Portability Simulation
RCH has made available the results from a new version of their APS, which models the adoption of auto portability within America’s DC system over a 40-year period
Empower’s Murphy: DOL’s Retirement Security Rule ‘Should be Withdrawn Immediately’
Recordkeeper’s comment letter released today says proposed regulation would hurt retirement plan formation
Participant Demand, Auto-Features Among Top Predictions for Retirement Income
The IRIC predicts growing interest, customized solutions, and more in retirement income for 2024
Leading 2024 Trends Facing Financial Advisors
A new report by Envestnet forecasts the latest trends for the financial advisory industry in the coming year
403(b) Participation Hits All-Time High: PSCA
Survey reveals 80% of eligible employees contributed to these plans in 2022, and many plans made design enhancements
How Different Demographics Tackle Retirement Readiness
Latest research from TCRS highlights disparities that diverse groups face in preparing and saving for retirement