Increased Share of Workers Credit Employers for Efforts to Reduce Financial Stress
A Schwab survey of 401(k) participants also found increased familiarity with SECURE 2.0 provisions compared with last year.
Tag: 401(k)
401GO Raises $12M Series A Funding Led by Next Frontier Capital
Rally Ventures, Impression Ventures and Stout Street Capital contributed to the round, fueling the small plan provider’s growth strategy to...
IRA Rollovers Set to Grow, but by How Much?
Experts expect the IRA asset pool of more than $12 trillion to increase from rollovers, but the shift may be...
Judge Rules for Molina, flexPATH in ERISA Case
The District Court judge cited broad indexes as the appropriate benchmarks for plan TDFs in a ruling expected to be...
IRA Assets Climb to $13T, With Rollovers Fueling Growth
The ICI’s annual IRA report shows financial professionals continue to be the primary source for rollover advice, staying well ahead...
Product Partnerships – 2/7/24
Pacific Life annuity available on Fidelity participant platform; Steward Partners adds Pontera 401(k) management services; Elements partners on free client...
Pontera Snags $60M Investment
The capital from Iconiq Growth brings the 401(k) advisory management provider’s total funding to $160 million.
Maximum Benefit and Contribution Limits Table 2024
Maximum Benefit/Contribution Limits for 2019 through 2024, with a downloadable PDF of limits from 2014 to 2024.
IRS Announces 2024 Contribution Limits
The new limits come with guidance on all the cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related...
Managed Accounts Show Mass Potential, Need Better Benchmarking
Plan sponsors want personalized advice for participants, but many may need clearer guidance to implement managed accounts, according to new...
TDF Assets Through Q3 Dip Slightly, Still Outpacing ‘22
American Funds had the strongest inflows for a second consecutive quarter among the top ten TDF providers, according to Simfund,...
BlackRock Launches Target-Date ETFs Aimed at Self-Directed Retirement Savers
The TDFs will provide ETF access in a glide path as the firm targets 57M workers who lack 401(k) access.
Voya Focusing on PEPs, MEPs With Advisers, Says Top Exec
The wealth solutions sales head made the comments at a LeafHouse conference as the firm announced it was nearing $90B...
The PLANADVISER Interview: Kourtney Gibson, Chief Institutional Client Officer, TIAA
The head of the firm’s retirement solutions group talks guaranteed income, the savings gap and treating consultants and advisers as...
Savant Wealth Joins Pontera’s 401(k) Management Platform
COO of $20B investment advisory sees ‘enormous’ market for managing client assets within 401(k) plans.
Former DOL Investigator Starts Firm Targeting 401(k) Fraud
David Donaldson’s Participant I.D. will offer providers and plan sponsors three-factor identify theft protection.
Ascensus Hits $1B AUA in PEPs, Showing Continued Adoption
The firm cites almost 650 employers in their pooled employer plans; meanwhile, Ameritas is launching a 403(b)-specific offering.
Private Real Estate Investment Through DC Plans Continues to Grow
Managers continue to push into the defined contribution space, a bet that plan sponsors and advisers will be attracted to...
As Many Retirees Plan to Work for Fulfillment as for Money, Empower Finds
Personalized advisement remains key for working retirees no matter their circumstances, says a financial adviser with the recordkeeper.
US Retirement Assets Rise for 4th Straight Quarter Through Q2
Defined contribution plans grew at a rate of 12% to $10.2 trillion, according to ICI, even as separate Escalent research...