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Jay Shah Named CEO at Edelman Financial Engines
Current CEO Larry Raffone to become Chairman of the Board
House Financial Services Committee Passes Bill Approving CITs in 403(b)s
In a 35 to 12 vote, the House Financial Services Committee voted to advance an amended version of a bill that would allow 403(b) retirement plans to invest in CITs
Retirement Account Balances Increase Across the Board
Latest findings from Fidelity Investments show 401(k) account balances increased 4%, while IRA and 403(b) balances grew 5% and 6%, respectively
As Time Passes, the Gains Become Harder
Tom Hawkins observes that the nearly 45-year-old defined contribution system may face diminishing returns as it tries to generate future growth, and offers a smart "workout plan" to help increase retirement security
‘No ESG in TSP Act’ Reintroduced in Congress
Texas Republican Rep. Chip Roy leads partisan effort to prevent Thrift Savings Plan participants from investing in “woke” Environmental, Social, and Governance (ESG) funds
Broadridge Fi360: Cybersecurity for Advisors
The session talked through new ways for retirement plan advisors to expand their cybersecurity protocols, along with how to distinguish guidance from the DOL and SEC
5 Trends Creating Opportunity for 401(k) Advisors: Broadridge Fi360 Solutions
Capital Group’s Jonathan Young says it’s a great time to be a retirement plan advisor
Broadridge Fi360: Preparing for a Growing Market
Conference attendants shared insights and asked questions in preparing for an expanding industry that will include new regulation and technologies
65% of Workers Say They Will Need to Save More for Retirement
The new DC Pulse survey from MFS finds investors are also wanting emergency savings benefits from their workplace plans
Cannonballs, Curveballs and Windfalls: Course Corrections Essential to Thriving in Retirement
Edward Jones and Age Wave research reveals today’s retirees and pre-retirees are showing increasing resilience, willingness to make changes