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Stride’s portable benefits push expands to Utah
Through key state legislation, the fintech firm has secured strong support for its pioneering benefits program.
Saver’s Match provides big incentive for 401(k) contributions
A new survey builds on research showing the provision's potential reach and effect on retirement security.
Most US adults fear outliving their money more than death
Concerns about inflation, Social Security, and taxes are stoking Americans’ financial anxiety, Allianz Life survey shows.
Annuities make target dates more complicated
BlackRock CEO Larry Fink and others see a big future for target-date funds with annuities, but teaching people how to use them is a challenge.
Pontera gains DC street cred with veteran hires
The fintech is raising its profile in the 401(k) space with three veteran hires who boast a collective track record of nearly 70 years.
401(k) account balances surged in 2023, says T. Rowe Price
The data show the driving influence of auto-enrollment, the spread of Roth contributions, and the stickiness of target-date products in 401(k)s.
James Caan estate case highlights rollover rules advisors need to know
An offer the IRS refused! The estate owes nearly $1 million in taxes and penalties.
LeafHouse, ARS bring managed accounts to retirement plans
Tech tie-up taps 401(k) target-date funds from State Street to create personalized lifetime income for workplace plan participants.
Voya offers nonqualified deferred comp plan for small businesses
The new plan is aimed at underserved small businesses looking to provide flexible executive benefits while avoiding onerous plan management.
Ascensus hits $1B mark in state auto-IRAs
The number of programs across the country has been rising, expanding retirement account coverage to many workers.
Pontera extends 401(k) platform with Ameritas alliance
The fintech will provide access to its workplace retirement account platform for advisors at the firm.
Watch your step, advisors! It’s your job to ‘mind’ the retirement gap
'Regularly reviewing your finances with a financial professional can help increase the chances of meeting retirement goals,' an advisor says.
PGIM unveils new retirement spending funds
The asset-allocation solutions are designed to address investors’ varying risk tolerances and retirement income needs.
Lincoln adds new PEPs to its group retirement shelf
The insurance and retirement solutions provider is taking fresh aim at the workplace coverage gap with 401(k) and 403(b) offerings.
Stride goes further for gig workers with portable benefits program
The fintech’s new savings program for independent workers is being launched in partnership with DoorDash, with a pilot in Pennsylvania.
‘Magic number’ of $1.5M for retirement? Advisors say no
Setting goals as a percentage of income is smarter, as a big-figure target may not be reliable and can discourage people, advisors said.
CalPERS taps New Zealander as new CIO for $495B fund
Stephen Gilmore currently oversees New Zealand's sovereign wealth fund.
ARA, Ceres throw support behind DOL ESG rule for 401(k)s
The two nonprofits are urging the Court of Appeals to uphold a lower court decision supporting a 'middle-of-the-road' approach for fiduciaries.
DOL limits companies with foreign convictions from managing 401(k) assets
The regulator for years has granted exemptions for financial institutions whose affiliates have been convicted of financial crimes overseas.
OneDigital snaps up Texas-based wealth and retirement practice
The deal, the RIA's third this year, broadens its presence in the south-central US.
