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1933 posts
Smart Expands Fiduciary Services to Advisors, Recordkeepers, TPAs
The services are intended to mitigate fiduciary risk among employers who lack the understanding, time, or expertise to carry out their fiduciary duties
IRS Comes Through with Roth Catch-Up Contribution Deadline Extension
“Administrative transition period” announced Friday afternoon extends until 2026 the new requirement that any catch-up contributions made by higher income participants in 401(k)s must be designated as Roth
Corporate Roundup: Industry Collabs, Innovest and Cetera Expansions
Morningstar Retirement group and ADP team up on personalized advice, OneAmerica and Ensight collaborate on long-term care solutions, and more
Colorado and Maine Team Up for Automatic Retirement Savings
Vestwell will also serve as the program administrator for the new partnership
An Exemplary Multiemployer 401(k) Plan
Ron Surz says “retire with dignity’ is the guiding mission of this union 401(k), a “poster child” for what he says a defined contribution plan should be
Workers More Confident in Physical and Mental Health Compared to Finances
A new study by Northwestern Mutual finds American workers report the lowest confidence level in their finances
Now Is the Time for Emergency Savings
SecureSave's Suze Orman and Devin Miller explain why employers are best equipped to incorporate emergency savings into their benefits package now
Employers Taking a More Proactive Approach to Financial Wellness
J.P. Morgan's latest survey finds 85% of plan sponsors feel a strong sense of responsibility towards employees' financial wellbeing
Too Many Low-Income Workers Lack Access to Retirement Plans: EIG
Florida singled out for lack of access in new report finding only 1 in 5 low-income workers participate in 401(k) plans
Lifetime Income Solutions in 401(k)s
Allianz Life’s Joe Hendrickson and American TCS’ Brian Lenz Discuss Market Momentum