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SECURE
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Just 28% of Micro Businesses Offer a Retirement Plan
A Capital Group report finds that small businesses were likely to cite cost as a critical factor for avoiding retirement plans
‘Champion of Retirement Security’ Cardin Retiring from Senate in 2024
Maryland Senator Ben Cardin had fingerprints all over key legislation including the Pension Protection Act, the SECURE Act of 2019 and SECURE 2.0
Workers and Retirees Report First Dip in Retirement Confidence Since 2008 Recession: EBRI
Confidence in retirement savings fell from 73% in 2022 to 64% in 2023 among workers, and from 77% to 73% among retirees
OneDigital Partners with Pontera to Help Participants with Their 401(k)s
Partnership announced today enables wealth managers to offer premium in-plan guidance to clients
Nationwide Adds Income America ‘5ForLife’ for Managed Account Participants
New offering responds to increased interest from 401(k) participants in guaranteed lifetime income investment options as part of a managed account
How Bad Inflation is Hurting Retirement Saving: By the Numbers
Two new surveys share troubling findings about how much rising inflation has caused Americans to cut back or even stop saving for retirement
Plan Participants Want ESG Investments: Natixis
Close to three quarters of survey respondents said they would engage with their workplace retirement plan if their employer offered investments in companies with good ESG practices
State-Mandated IRAs Not Crowding Out Private 401(k)s: Pew Research
Federal data for 2021 shows new the wave of state-based retirement plan initiatives continue to complement private market plans
Millennium Trust Adding Auto Portability to its Automatic IRA Rollover Solution
Ready for client testing in June, the network will be open to clients and other portability networks
Merging Seven Plans Into One
The OneDigital team faced an ultimate task: create and design a cohesive retirement plan for 1,800 participants by January 1.