Browsing Tag
Retirement
2313 posts
The Action Plan: New Lincoln Financial Series Helps Retirees Pursue Passions
Famed podcaster Rich Roll hosts limited series with episodes featuring Andre Agassi, Walker Hayes, Sarah True and Morgan Housel
Holly Knight’s High-Profile Move to Alera Group
High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in this episode to discuss her recent…
New Michigan Bill Would Create State Auto IRA
If enacted, Michigan would join 15 other states with automatic IRA programs in place
HUB Announces Pooled Employer Plan Option
The new PEP helps expand access to 401(k)s for small businesses
2023 401(k) Champions Announced
Three plan participants received $1,000 and the title of 401(k) Champion
Many Want to Work with a Financial Professional—But Aren’t
Americans worry advisors will try to sell them products or judge them
401(k) Contributions Steady, Account Balances Up 11% in 2023: Empower
Despite challenging economy, recordkeeper’s third annual study of participant behaviors shows they are making positive financial decisions
Financial Instability Hurting Retirement Preparedness
Less than half of workers believe they'll be ready for retirement, according to a new Betterment at Work study
State Auto-IRAs Driving Small Employer 401(k) Adoption
Comparing firms in Colorado and Oregon to neighboring states, Gusto study finds significant increases in 401(k) plan formation among small businesses
IRI, SIFMA Object to ‘Potentially Punitive’ NASAA Proposal
Organizations say unnecessary revisions go too far and could limit consumer access to annuities