Browsing Tag
401(k)
3585 posts
New 401k Solution Geared Toward Latinos Working in Small Businesses
Transamerica, Smart, and Finhabits team up to help expand retirement plan coverage for underserved businesses and their employees
ESOP Association Slams DOL For Decades-Old Regulatory Delay
'It created a regulatory vacuum and a “chilling effect on ESOP formation and operation'
Turnkey 401k for Small Biz Debuts from Equitable
Addition of Retirement Gateway for Small Business simplifies 401k administration for plans with account values up to $500,000
Congress: Did You Ever Have to Make Up Your Mind?
Are the tax preferences for assets in retirement savings plans intended for retirement? If so, you may want to stop proposing legislation that enables and encourages leakage
Back to the Future? Monetization of the 401k Participant Relationship
Given the recently settled and outstanding litigation, it seems imprudent for plan sponsors to engage in practices that may increase liability.
The Benefits of a Nonqualified Plan Focus: Jeff Acheson
'You should know this market because it could be additional revenue and help you build a moat around your qualified plan business'
2 Ways ‘MarylandSaves’ Will Be Different
“Social Security bridge” and managed payout options for new state-based IRA are in development, but not expected to be available for several years
Cerulli Sees Increased Recordkeeper, Advisor ‘Coopetition’
Recordkeepers will need to balance satisfying plan advisors and maintaining relationships with aggregators
Maryland’s State-Run IRA Is Different, Better, and Still Less Than Optimal
At this point, ALL Maryland workers would be better served by saving in a superior alternative
EBRI President and CEO Lori Lucas to Retire
'Her approach enabled us to stay nimble, responsive, accessible, and relevant to our members'