Compliance May 30th, 2024 ERIC Lays Out Its IRS, Treasury Priority Areas A letter from the ERISA Industry Committee lays out recommendations for its 2024-2025 Priority Guidance Plan for regulators including retirement...
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...
Data & Research September 29th, 2023 Student Loan Repayments May Crimp Retirement Savers, Including Gen X New studies from Nationwide and National Institute show widespread impact of student loan repayments on everybody from recent grads to...
Products July 13th, 2023 Investment Product and Service Launches Schwab introduces tools for workers with student loan debt; CapIntel launches proposal builder for SEC Marketing Rule compliance; Penny Finance...
Products June 15th, 2023 Betterment Launches 529 Education Savings Solution Users will be able to view their education savings alongside their other investments in one dashboard.
Data & Research March 29th, 2023 Capital Group: Now is Optimal Time to Sell Retirement Plans An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state...
Deals & People March 8th, 2023 Student Loan Firm Candidly Raises $20.5M in Financing Candidly’s student debt and savings service for employers and retirement recordkeepers has brought in Series B financing led by investment...
Client Service March 7th, 2023 How to Guide Retirement Savers in 2023 Advisers and plan sponsors should encourage savers to focus on opportunities from the Secure 2.0 Act and on building up...
Compliance March 1st, 2023 What Resumption of Student Loan Payments Would Mean for Employers With pundits saying the Supreme Court will likely strike down student debt forgiveness, employers and providers are getting ready to...
Compliance December 23rd, 2022 Congress Passes SECURE 2.0, Forwarding Second Major Retirement Reform in Three Years The passage of sweeping policy to increase retirement saving among Americans now awaits presidential signature.
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 September 11th, 2019 Edmit and NFP Partner to Build College Planning Feature As student loan debt reaches an all time high, the two firms are pushing the conversation on what families must know early on about college funding.
In Practice June 21st, 2018 PSNC 2018: Educating Participants on Plan Data Plan sponsors have a duty to alert and inform participants of any data changes, and ensure they are receiving the right education on it.
Data & Research March 2nd, 2018 Non-Mortgage Debt Derails Retirement Savings for Many Among those who said they would like to save more, 56% said retirement was a top reason; however, LIMRA found that debt is a major obstacle preventing many...