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SECURE
1933 posts
Nearly Half of U.S. Workers Are Financially Unstable: Edward Jones
While almost all Americans believe financial wellness to be important, 43% said they feel financially unstable
The Important Task of Determining Participants’ Life Status
How advisors can help plan sponsors deal with the uncomfortable issue of deceased participants
In-Plan Annuity Market Will Grow Exponentially Over Next 2 Years: LIMRA
New report predicts much greater adoption of guaranteed income solutions in late 2023 through 2024 if providers step up education efforts
Industry Leaders Denounce SEC Swing Pricing Proposal
ERIC, SPARK Institute, ICI and IRI have all issued statements against the SEC proposed mandate for open-end funds
Tackling Student Loan Debt Relief Issues with Candidly’s Laurel Taylor
Student loan debt has gotten plenty of attention lately, thanks not only to the great news about the…
DOL’s Walsh, Gomez Discuss New ESG Rule
A recent webinar discussed the impact of ESG factors with investment options and retirement security
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.