Data & Research October 24th, 2024 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.
Deals & People April 25th, 2024 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...
Compliance March 25th, 2024 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...
Data & Research March 1st, 2024 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...
Products February 7th, 2024 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...
Compliance November 2nd, 2023 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.
Compliance November 1st, 2023 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...
Data & Research October 23rd, 2023 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,...
Products October 13th, 2023 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...
Products October 2nd, 2023 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.
Products September 29th, 2023 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.
Data & Research September 26th, 2023 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.
Data & Research September 25th, 2023 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...
Client Service September 19th, 2023 From Value Statements to Cold Calls, Advisers Talk Client Attraction Retirement plan advisers provide insights on how to purposefully connect with potential clients.
Data & Research August 24th, 2023 Investors Nearing Retirement Seek Strong Support and Brand Familiarity, Cerulli Reports Latest research found 45% of investors prefer an adviser affiliated with a national firm when they are nearing retirement.
Client Service August 22nd, 2023 Retirement Plan Limits to Rise in 2024, Mercer Projects Almost all retirement plan limits will increase, with the exception of catch-up contributions, according to the benefits consultancy.
Deals & People August 18th, 2023 Retirement Industry People Moves Corebridge names Muderrisoglu head of investor and ratings relations; TIAA promotes Houser to head of institutional sales; Tifin Amp’s founder...
Data & Research August 17th, 2023 Fidelity: Auto Default Contribution Rate Hits All-Time High of 4.1% The recordkeeper’s Q2 participant report also finds third-consecutive boost in average retirement account balances on strengthened markets.
Products August 16th, 2023 Adviser Product Partnerships Asure taps Vestwell to offer clients 401(k) benefit; NFP hires Ascend for insurance billing platform; NAIC and U.S. Bancorp partner...
Compliance August 15th, 2023 American Airlines ESG Lawsuit May Move Ahead, According to Court Filing A judge overseeing the complaint brought by a former pilot has set a potential trial date; the airline has said...