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SECURE
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Hybrid 401(k)s, Protected Income and More: Quick Takes from the VCI Leaders Summit
More takeaways from last weekend’s Viking Cove Institute event in Carlsbad, Calif.
Is Congress Mad? Are You?
SECURE 2.0 adds a variety of new leakage opportunities, Jack Towarnicky argues. Congress has made up its mind. Your turn.
Corporate Roundup: SPARK Institute Reveals Board-Elects; MSIM Launches ETFs; and More
The SPARK Institute announces new Governing Board members, while Lovell Minnick Partners acquires a retirement services firm, Morgan Stanley Investment Management releases new ETFs, and more
Ubiquity Announces Record-Breaking Growth in 2022
Ubiquity Retirement + Savings says it exceeded numbers in its financial advisor, plan sponsor, and TPA relationships last year.
Despite Big Concerns, Plan Sponsors Know They Need Lifetime Income Options
New study shows most 401(k) plan sponsors open to income options despite significant concerns
Target-Date Contributions Grew Steadily in 2022
Recent analysis from Morningstar finds target-date mutual funds grew 35% since 2021
70% of Advisors Find Inflation is No Match for Small Plan Retirement
New research from Vestwell finds a majority of advisors surveyed said inflation has not impacted retirement for small business plans
Coalition of 25 States Sue Biden Administration on ESG Final Rule
25 states are listed in a lawsuit challenging the DOL final rule that allows fiduciaries to consider ESG factors in 401(k) investments
Corporate Roundup: MFS and LAM Moves, Ameritas Sales Growth, and More
MFS and Lazard Asset Management announce new hires, while Ameritas reports a large sales growth and Strongpoint Partners reveals their latest partnership
Strategic Asset Decumulation: The Key to Predictable Lifetime Income for Participants
Mindy Zatto of Strategic Benefits Advisors explains why and how plan sponsors can help participants efficiently transition to decumulation