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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.
Washington governor signs auto-IRA legislation
The Washington Saves program, which will take effect in 2027, extends a lifeline for millions of workers facing retirement readiness crisis.
Overfunded pension plans like Kodak’s pose $137B opportunity
Buoyant markets and rising rates have turned defined-benefit plans from costly legacies into unexpected nest eggs.
WealthVest adds new wholesale team to add to growing Aspida annuities sales
The team will be the exclusive distributor of the products across 49 states.
Are 401(k)s the ultimate retirement plan?
Advisors weigh in on the impact the DOL’s retirement security rule will have on 401(k) plans and retirement.
Ascensus seals deal for beefy $3.9B 401(k) business
The third-party administrator will take over 2,300 plans from its long-time partner, Mutual of Omaha.
