Displaying 34 results
Could the Saver’s Match help close the wealth gap in 401(k)s?
New analysis projects higher account balance ratios for qualified participants, particularly Black women who max out their contributions.
Future Capital forges 401(k) partnership
The tech-enabled RIA is helping a privately owned broker-dealer arm its advisor network with a new solution for managing held-away retirement assets.
DOL urged to refresh guidance for target-date funds
New report argues the guidelines, developed more than a decade ago, must be updated to better reflect current landscape of 401(k) plan options.
DC plans aren’t diving into the private markets
Despite the popularity of private credit and PE, Cerulli research finds obstacles blocking their wider adoption in 401(k) retirement plans.
Industry holds breath on DOL’s final fiduciary rule
Following debate from advisors and retirement plan stakeholders, the Department of Labor is set to unveil its final decision on the rule.
Time for businesses to personalize benefit plans?
Franklin Templeton poll reveals workers’ focus on health and retirement benefits, including HSAs, 401(k) options, and target-date strategies.
What’s a 401(k)? Two-fifths of Americans admit they don’t know
National poll reveals worrying knowledge gaps, demographic differences in financial habits, and popular money-saving strategies.
Who has the best 401(k)? Occupations with high income
CPAs, doctors, and lawyers have the highest-rated 401(k)s as a result of high participation and contribution rates, a new report shows.
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.
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.
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.
Pontera extends 401(k) platform with Ameritas alliance
The fintech will provide access to its workplace retirement account platform for advisors at the firm.
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.
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.
Empower teases 401(k) platform for small businesses
The retirement services giant says its forthcoming platform will help advisors and third-party administrators address the access gap for more US workers.
AI partnership takes aim at workers’ student debt
Workplace fintech and fiduciary retirement plan provider team up to help more plan sponsors and participants with student loan matching solutions.
Race, gender gaps in 401(k) use go beyond income, report finds
Limits on early withdrawals from 401(k)s could help reduce disparities, researchers found.
For the first time, more than 70M workers have access to a 401(k)
Three-fifths of workers have access to a plan, with the average contribution topping $5,000 for the second straight year.
Just Futures takes social justice to retirement plans
In partnership with fintech platform Vestwell, the public benefit firm is bringing its values-driven 401(k) and 403(b) plans to market.
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