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358 posts
CITs in 403(b)s Clears Another Hurdle
House approves amendment with strong bipartisan support Thursday, with a broader package of three amendments set for a vote Friday
Corporate Roundup: OneDigital Acquires Wintrust’s Retirement Division; CAPTRUST, Pontera Partnership
OneDigital acquires Wintrust Bank's retirement plan business, CAPTRUST partners with Pontera on wealth management capabilities, and more
Nearly Three Quarters of Higher Ed Institutions List Retirement Readiness as Top Concern
Transamerica's latest Pulse survey lists participants' retirement preparedness as a leading worry among institutions, but rising costs of living and inflation take the top concern for all
Corporate Roundup: Northwestern Mutual CEO to Retire, MissionSquare Names Retirement Lead
Northwestern Mutual CEO announces decision to retire at the end of 2024, MissionSquare appoints a new retirement research head, and more
Corporate Roundup: NAGDCA, Savvy Advisors Hires, JULY Earns Certification
NAGDCA and Savvy Advisors appoint new leadership, JULY receives a CEFEX certification, and more
Auto-Enrollment in Government Plans Grows Big, But Auto-Escalation Lags: Report
MissionSquare Research Institute report shows 17 states and District of Columbia have adopted auto-enrollment features
Let Ben Franklin Create ‘Middle Class Millionaires,’ Eradicate Poverty in America
Jack Towarnicky makes the case for the Benjamin Franklin Child Roth IRA
NAGDCA Creates ‘SECURE 2.0 Summary’ for Governmental DC Plans
The association provides an in-depth view of the 38 provisions in SECURE 2.0 that impact government-sponsored plans
Auto Portability Consortium Adds Empower
Launched last fall, the Portability Services Network also includes major recordkeepers Fidelity, Vanguard and Alight Solutions
A Guide Dedicated to Those Excited for SECURE 2.0, But Don’t Know Where to Start
The provisions behind the legislation can be difficult to navigate for financial advisors, but resources and guides can help clear the details