Browsing Tag
401(k)
3585 posts
401k News Briefs: Lincoln Financial Adds Income America; OneAmerica Teams with Morningstar
Participants in Lincoln National’s 401k will be able to convert savings into guaranteed income for life; OneAmerica deal with Morningstar Investment Management means more personalized advice for retirement plan accounts
A Brief History of 401(k) Auto Portability (and Why it Matters)
It's at least eight years in the making
Retirement Plan Access is An Issue, Coverage is Not
Disparities in retirement savings and household wealth affect individuals of all races and ethnicities.
Gen Z, Millennials Using Social Media for Financial Advice
Younger generations are inhibited by lack of guidance when it comes to retirement planning, says NAPFA
Group Plan Systems’ Pete Swisher on a Major Fiduciary Gap that Must be Closed
Anyone who knows Pete Swisher knows that he’s the go-to resource for anything fiduciary and pooled plan-related. His…
ESG Investments Will Skyrocket by 2030: Report
Yet 'greenwashing' has emerged as a key reputational risk that firms must address
How to Address Racial Disparities in Retirement Saving
'The poverty rate among Black and Hispanic Americans is 20% and 17%, compared to 8% among non-Hispanic whites'
Workers Put More Into Retirement Savings Than Previous Year
New study from Empower Retirement says the “catalyzing” effect of the COVID-19 pandemic changed the way Americans manage their money
Pete Swisher, Jason Roberts Launch New Fiduciary Services Firm
'We look at their contract with the recordkeeper, and invariably there are holes'
December Top Advisor by Participant Outcomes (TAPO)—John Glomski
Much is written about the incredible opportunity in the micro and small plan market. Advisors recognize the possibilities,…