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SECURE
1933 posts
The 401(k) ‘House-Cleaning’ to Come
Tom Hawkins explains why SECURE 2.0’s bump of the automatic rollover threshold from $5,000 to $7,000 is a big win for participants and plan sponsors alike
Corporate Roundup: Pensionmark Names CIO; DCALTA Appoints Board of Directors
Pensionmark announces a new CIO, while DCALTA selects three new members to its board of directors, and more
‘Bobby Bonilla Day’ Rings in July
The unofficial July 1 holiday marks one of the sport's greatest retirement plans
Unforgiven: Supreme Court Strikes Down Biden’s Student Loan Forgiveness Plan
6-3 opinion released today means federal student loan borrowers still on the hook for full amount with payments set to resume in October
House Republicans Target ‘E’ in ESG
A working group created by House Republicans published a report outlining its goals against ESG policies
Over 80% of Gen Zers and Millennials Seek Financial Advice
intelliflo findings show younger generations want better financial advice, but have not sought out guidance
Supreme Court Still Quiet on Student Loan Forgiveness Fate
While federal student loan payments will restart this fall, justices still haven’t announced their decision on President Biden’s controversial plan; next opportunity is Thursday
DC Savings and Investing Collectively Dropped in 2022
Savings and investing within defined contribution plans fell last year, but Alight research argues the drops weren't as devastating as initially thought
Cybersecurity Breach Impacts 769,000 CalPERS Retirees
Data breach exposed names, birthdates and Social Security numbers of anyone who receives an ongoing monthly benefit payment from nation's largest defined benefit public pension fund
Vestwell Grows MEP and PEP Capabilities
The firm provides a fully digital plan setup and onboarding process for advisors and TPAs to manage and scale multiple plans simultaneously