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7 Eye-Opening Findings from Bankrate’s 2023 Emergency Savings Report
Most adults “uncomfortable” with the amount of emergency savings they have, new annual report shows
OregonSaves Passes $200 Million Retirement Savings Mark
6 years after launch, new populations of first-time savers continue to join the nation’s first state-based auto-enrollment retirement savings program
Supreme Court Ruling on Biden’s Student Loan Forgiveness Expected by End of Week
Either way, federal student loan payments set to resume in October after 42-month pause
Corporate Roundup: Sageview Acquires RBG, HUB Launches HSA Tool
SageView Advisory Group adds a $5.2 billion dollar retirement plan consulting firm, HUB International introduces its HSA investment account product, and more
5 Tips for Documenting Missing Participant Searches
Tom Hawkins provides prudent guidance to help plan sponsors better document their missing participant search efforts
Incoming DOL Fiduciary Rule Slated for August
The DOL's Spring Regulatory Agenda includes a proposal that would amend the regulatory definition of a fiduciary
Forgotten 401(k) Accounts Hit $1.65 Trillion in Assets
The updated analysis from Capitalize finds forgotten accounts have grown by 20% in the last two years
401(k) Participation Rate at All-Time High: Vanguard
“How America Saves” report shows adoption of auto-enrollment has led to participation rate of 83%
Reintroduced Bill Provides Relief for Annuities in QDIAs
The bil would permit annuities to be the default 401(k) investment option for workers enrolled in an employer-sponsored 401(k) plan
Outliving Assets Still Greatest Fear of Retirees and Near-Retirees
Latest Cerulli Edge report says Americans seeking certainty regarding their retirement savings amid longer life expectancies