Browsing Tag
401(k)
3585 posts
OneDigital Partners with Pontera to Help Participants with Their 401(k)s
Partnership announced today enables wealth managers to offer premium in-plan guidance to clients
State Street Embeds Annuity in New Target Date Series
State Street, Global Trust Company and Annexus Retirement Solutions launch “innovative, low-cost” TDF Series to answer participant demand for lifetime income
Macron Raises French Retirement Age to 64 Despite Strong Opposition
Controversial change becomes law and dents French President’s popularity as U.S. lawmakers consider tough choices in effort to bolster Social Security’s solvency
State-Mandated IRAs Not Crowding Out Private 401(k)s: Pew Research
Federal data for 2021 shows new the wave of state-based retirement plan initiatives continue to complement private market plans
2023 NAPA 401(k) Summit: SECURE 2.0 Creates Small Market Opportunities
Experts discussed how plan advisors can take advantage of SECURE 2.0 provisions for the small plan market
‘MPI Stylus Web’ Debuts as 401(k) Analytics, Reporting Tool for Advisors
Plan analysis, monitoring and reporting tool intended to increase retirement plan advisor capabilities and competitiveness
Talking Guaranteed Lifetime Income Solutions with Allianz Life’s Michael De Feo
Guaranteed lifetime income in retirement plans is a hot topic these days, with study after study revealing that Americans want to know more about it and view these products as a good fit.
Edelman Financial Engines Appoints Neil Gilfedder as CIO
Gilfedder formerly served as senior vice president of the portfolio management team at Edelman, where he represented $242 billion in assets
Pontera and AssetBook Collaborate on Retirement Portfolio Management Support
The partnership between Pontera and AssetBook allows advisors to view, monitor, report and bill on 401(k), 403(b), and other held-away assets
Plan Sponsors Spending Half Their 401(k) Time on Admin Work That Could Be Outsourced
New Pentegra survey released in conjunction with “3(16) Day” celebrating fiduciary expertise