15th Anniversary of RPAY: Steven Dimitriou at Mayflower
After many years on the Wells Fargo platform, Mayflower is about to go fully independent by establishing its own registered...
Tag: 401k
Biden’s Plan to Shore Up Americans’ Retirement Builds on Status Quo
It proposes reinforcing Social Security and Medicare as key steps to providing greater retirement security to older Americans.
15th Anniversary of RPAY: Barbara Delaney
After exploring a number of large benefits firms that they thought could be potential purchasers, last September, the former PLANSPONSOR...
T. Rowe Price: 401(k) Participation Nears 80%
What is particularly encouraging is that 37% of plans on T. Rowe Price’s platform automatically enroll their participants at a...
Where Are They Now? A Mother-Daughter Team at Cafaro Greenleaf
Dorann Cafaro, one of the earliest winners of the Retirement Plan Adviser of the Year award, has retired from the...
15th Anniversary of RPAY: Mike Goss and Fiduciary Investment Advisors
The firm has grown tremendously since it was recognized as the Retirement Plan Adviser Team of the Year in 2009,...
15th Anniversary of RPAY: Steve Wilt
Steve Wilt, member of the PLANSPONSOR Retirement Plan Team of the Year in 2007, now works at CAPTRUST. He says...
Retirement Plans Start to Think About How to Produce Retirement Income
Vanguard says that meeting these income needs, along with encouraging strong savings rates and diversification, are the primary drivers in creating successful retirement outcomes.
Registration Is Open for the 2020 PLANADVISER National Conference in Arizona
We are confident that PANC 2020 will be the premier event for retirement specialist advisers to meet the right people, hear the best ideas and create new opportunities....
15th Anniversary of Retirement Plan Adviser of the Year
Since 2005, we have honored 39 individuals and teams with the PLANSPONSOR Retirement Plan Adviser of the Year award program.
Business Owners Dream (Wrongly) of an Easy Retirement Transition
Business owners believe strongly in the value of their businesses, so they are often tempted to reinvest everything into the...
Talking Points
Talking Points
Worry Forecast What advisers predict will be clients’ 3 greatest worries for the next 12 months, and what clients say those actually are: Source: Nationwide Advisory Solutions, “Advisor...
Capital One’s All-ETF Digital 401(k) Business Goes Independent
The focus of the new company, ShareBuilder 401k, will be on expanding coverage among small companies, says the president of the company.
Average 401(k) Account Balance Has Soared 466% in Past 10 Years
Fidelity analyzed the balances of those who remained invested in their 401(k) in the decade following the Great Recession of 2008 and found that the balances went from...
In 2013, Workers Removed $69 Billion from Retirement Savings
Withdrawals from IRAs accounted for most of the leakage, according to the GAO.
Wells Fargo Suggests Generational Approaches to Retirement Saving
Because people are living longer, healthier lives, the Wells Fargo Investment Institute has suggested different ways that Millennials, Generation X and Baby Boomers can successfully save for retirement.
Bill Would Require Employers to Contribute to Workers’ Savings
The Saving for the Future Act would require employers to contribute 50 cents to a savings account for each worker for every hour worked, or more than $1,000...