The investment manager said Retiree’s software will bolster its existing capabilities to create a more comprehensive suite of retirement income solutions.
Internal lawyers attended plan committee meetings at 49% of companies in 2022, up from 11% in 2017, and external counsel attended meetings at 36%, up from 21%.
The legislation provides new credits and incentives that cover a significant portion of the cost of setting up a retirement plan, while also providing access to new 401(k) solutions.
Once approved by the court, it is expected to benefit more than 64,000 people covered by the Coca-Cola retirement plan since February 2015.
Marder succeeds Lori Lucas, who retired at the end of 2022 after joining EBRI as president and CEO.
Park will lead the company's US retirement plan and record-keeping unit, overseeing all aspects of the business.
J.P. Morgan’s experts advise those in retirement to set aside three to six months of income to prepare themselves for major life, health or financial surprises.
With inflation at a 40-year high, here’s how advisors view gold as a hedge compared to TIPS, crypto and other shiny metals.
While home prices have cooled in response to rising mortgage rates, there's still decent money to be made by retirees willing to employ a 'retire and relocate' strategy.
ChatGPT is in the 'experimental phase,' and it will be a while before the industry adopts the technology for retirement investing.
