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SECURE
1933 posts
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
2023 Form 5500: Updated Informational Copies Now Available Online
Several changes stemming from SECURE Act included in 2023 Form 5500 Series annual return, report
Only 6% of Higher Ed Institutions to Join Pooled Plan Solutions
The report by Transamerica analyzes how pooled plan arrangements can increase access and retirement savings for participants in higher ed institutes
401(k) Balances (and Millionaires) Dip Slightly in Q3: Fidelity
Recordkeeper’s new report out today reveals retirement account balances down for the quarter, but 401(k)s still up double-digits from a year ago
Bridging the Gap: Staring Down the Retirement Industry’s Biggest Challenge
The problem—and opportunity—facing advisors: Americans who lack of access to a 401(k) at work