Browsing Tag
Individual Retirement Accounts (IRA)
164 posts
U.S. Retirement Assets Hit $40T
DC plan assets increased 1.9% from March, finds the Investment Company Institute
Retirement Accounts on Continued Upswing in Q2: Fidelity
401(k), 403(b), and IRA accounts have all experienced consistent growth throughout 2024, reports Fidelity's latest analysis
EBRI Finds ‘Substantial Growth’ in Retirement Plan Ownership, Assets
Percentage of families with assets in a plan increased 4% from 2019 to 2022 while total plan balances increased by 15%
IRALOGIX Announces Immediate CEO Transition
Dave Bernard steps down; board appoints Peter de Silva to lead retirement fintech
PensionPlus-IRALOGIX Deal Brings Benartzi’s Tool to IRAs
Announcement means the retirement income planning solution will be offered within institutionally priced IRA accounts
New Study Highlights Key Role IRAs Play in Retirement Planning
ICI research shows more than 40% of households own an IRA, with rollover activity fueling growth
Delaware the Latest to Offer State Auto-IRAs
The first state will be joining the Partnership for Dignified Retirement, which includes Colorado and Maine and who provides automatic IRA programs to state workers
IRS Bumps 2024 401(k) Contribution Limit to $23,000
IRA limit also gets $500 boost while catch-up contribution limit remains the same
New Jersey Selects Vestwell to Administer Latest State Auto-IRA
The 401(k) recordkeeper will serve as program administrator to New Jersey's Secure Choice Savings Program
Colorado and Maine Team Up for Automatic Retirement Savings
Vestwell will also serve as the program administrator for the new partnership