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SECURE
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Freedom Fiduciaries Launches Pooled Employer Plan
Boise-based provider of retirement plan consulting collaborates with Finway Group and Empower to introduce PEP designed to streamline administrative challenges
Plan Sponsors Share Most Successful Retirement Savings Strategies
Among the most rewarding strategies included providing access to advice, visual aids, and automatic enrollment, found TIAA
Nearly Half of Investors Are Now Cautious of Their Investments
Despite reporting a more careful approach to investing, investors said their number one worry was not investing enough, found SoFi research
Just 20% of Adults Receive Financial Education in High School
A survey by Edward Jones and Morning Consult find that most adults learn about financial education after high school, while 18% never receive education at all
401(k) a ‘Must-Have’ Benefit for Job Seekers: Schwab Study
3 in 4 would refuse a new job it doesn’t come with a defined contribution retirement plan, wide-ranging Charles Schwab survey finds
401(k) Contribution Cutbacks Likely When Student Loan Payment Pause Ends
New Empower research finds 4 in 10 borrowers consider curtailing retirement contributions to help pay off student loans
Corporate Roundup: ShareBuilder Offers 401k Safe Harbor, TIAA RetirePlus Passes Milestone
ShareBuilder reveals new 401(k) product, TIAA exceeds 250,000 participants on its RetirePlus product, and more
Total Annuity Sales Jump 12% in Q2
Total annuity sales climbed to $88.6 billion in the second quarter of 2023 and increased 28% in the first half of the year
More Americans Believe Their Financial Planning Needs An Upgrade
Latest findings from a Northwestern Mutual Planning & Progress Study shows 66% of Americans say their financial planning needs improvement
Founders Financial, Pontera Partner to Help Advisors Manage Held-Away 401(k)s
Strategic partnership enables Founders advisors to manage held-away accounts using Pontera