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Organic Growth: Empower Adds 925,000 Participants, $100B AUM in Past Year
Company attributes organic retirement plan sales growth to customer service and increased focus on personalization for individuals
Auto Portability Provider Tops $10B Mark in 401(k) Account Consolidations
Cashouts beware! Retirement Clearinghouse, LLC reported today that it has consolidated more than 290,000 retirement accounts, comprising over…
What is ‘Peak 65’ and Why Should Pre-Retirees Care?
“Peak 65” is a term used to describe the point in time when more Americans will turn age 65…
‘National Retirement Security Week’ Extended to a Month
NAGDCA announced this week it has extended “National Retirement Security Week” in October to “National Retirement Security Month.”
2020 Democratic Platform Draft: Bye-Bye Reg BI?
The SEC’s controversial “Regulation Best Interest,” which took effect June 30, would likely be struck down in 2021…
Will Coronavirus tip CalPERS Toward 401(k)s?
The California Public Employees’ Retirement System (CalPERS) has lost about $68 billion in market value since January, thanks…
Envisioning ‘Ideal Retirement’ Helps Participants Save More
As we approach National Retirement Security Week, Oct. 20-26, Lincoln Financial Group has released new research that shows…
Case Study: Town’s Change from DB to DC Plan Having Desired Effect
How about a quick case study on a charming little seaside town that recently switched from a defined…
Why ‘Retirement Crisis’ Hysteria is All Hype
Here’s something to keep us up at night. The World Economic Forum predicts an eye-popping $224 trillion global…
Employers Trust 401k Firms Over Government on Retirement Plans
So, what does it mean for state-sponsored retirement plans? The SPARK Institute and Cerulli Associates find that small…