Browsing Tag
TIAA
55 posts
DOL Finalizes Electronic Disclosure Rule for Retirement Plans
The U.S. Department of Labor today announced publication of a final rule that permits default electronic delivery of…
Americans’ Financial Literacy Improving, but Sizable Knowledge Gap Persists
A new survey finds individuals with greater financial literacy are much more likely to be able to cope…
TIAA Offers Health Savings Accounts to Institutional Clients
On the heels of a similar announcement from Fidelity, TIAA announced on Wednesday that it will offer a…
What SECURE Act’s Annuity, Open MEP Provisions Mean for Advisors
Big changes are coming to 401(k) plans in 2020 thanks to last week’s whirlwind passage of the SECURE…
House Advances Spending Bill Carrying SECURE Act; Next Stop: Senate
As expected, the SECURE Act cleared another hurdle Tuesday, as the House of Representatives approved the massive $1.4…
Financial Literacy Gap Hampers African-American Financial Wellness
The financial well-being of African-Americans lags that of the U.S. population as a whole, according to a new…
3 New Surveys Show How Student Loan Debt is Crippling 401(k) Contributions
Student loan debt, that mortal enemy of retirement savings, is showing no signs of slowing its assault on…
Do Target-Date Funds Encourage Riskier 401k Allocation Decisions?
What effect do target-date funds have on 401k plan participants’ asset allocation? Aside from “set it and forget…
Why We Struggle With 401(k) Saving
People are bad at delayed gratification. Who knew? “Given the choice between a smaller immediate payout or a…
Concerns Over SECURE Act Annuity, Stretch IRA Provisions
The retirement reform-focused SECURE Act (H.R. 1994) has an unusual level of bipartisan support, as evidenced by the…