Client Service August 5th, 2024 Student Loan Repayment Startup Summer Acquires Vault Summer buys the student loan benefits firm that has worked with recordkeepers such as Voya and Schwab.
Client Service February 28th, 2024 Why 529 Accounts’ Evolution Makes Them Stronger Tools for Advisers 529 accounts not used for education can now be put into Roth IRAs, further strengthening the offering as an employee...
Compliance September 21st, 2023 Lawmakers Look to Shield Student Loanees From Garnishment of Social Security Benefits With student loan payments set to resume, Democrats in Congress proposed a bill last week that would prevent the government...
Deals & People September 14th, 2023 Adviser Product Partnerships – 9/14/23 The Standard and NFP launch PEP solution; Flywire and Vestwell partner to streamline 529 college plan payments; CalSTRS and Sapphire...
Compliance July 5th, 2023 Some Silver Linings For Student Loan Borrowers Despite the Supreme Court striking down the student loan debt relief program, there is some good news for debtors.
In Practice March 17th, 2023 The Financial Wellness Side of SECURE 2.0 Experts at a PLANADVISER webinar discuss how SECURE can push forward more than just retirement savings.
Compliance December 27th, 2022 How Does One Implement a Student Loan Matching Benefit? SECURE 2.0 allows sponsors to offer retirement matching contributions for participant student loan payments.
Compliance December 22nd, 2022 SECURE 2.0 Passes Senate as Industry Overwhelmingly Hopes for House Passage The bill, which is awaiting House vote, contains the most popular provisions while also giving time for actors to come...
Compliance November 18th, 2022 SECURE 2.0 Enjoys Widespread and Consistent Industry Support Industry actors and interest groups continue to express enthusiastic support for SECURE 2.0 and support its passage in the coming...
Products June 29th, 2022 Candidly Releases Automated Public Service Loan Forgiveness Tool The tool reduces complexity for borrowers and lowers the administrative burden for employers by automating several steps of the application process.
Compliance April 7th, 2022 Biden Administration Extends Student Loan Pause Through August The Department of Education says the extension will provide additional time for borrowers to plan for the resumption of payments,...
Products February 10th, 2022 Equitable Announces Expanded Public Service Loan Forgiveness Support Ahead of the expected end to the federal student loan forbearance, Equitable’s free tool is designed to help non-profit employers determine their eligibility for the Public Service Loan...
Data & Research May 13th, 2020 Majority of Americans Are Concerned About Finances More than one-quarter are extremely or very concerned, according to Fidelity.