Displaying 38 results
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.
Younger generations driving demand for personalized 401(k) plans
Cerulli research suggests asset managers and record keepers can stand out to Gen Zers by providing customized product offerings.
SECURE 2.0 Saver’s Match could help 21.9M Americans
Using federal tax data, EBRI offers a ‘starting point’ to estimate the retirement program’s impact on lower-income workers when it starts in 2027.
The price of New York Life’s 401(k) lawsuit: $19M
The settlement is the latest among ERISA cases aimed at financial services companies.
A future without 401(k)s? Advisors don’t like that one bit
401(k) accounts encourage workers to save, and changing the tax preferences could have a deleterious effect on retirement investing, advisors say.
Data shed light on how much 401(k)s pay advisors
It's becoming less common to be paid through fund expenses, and compensation by large plans is going down, according to the 401k Averages Book.
A government site for all your 401(k) data?
The Government Accountability Office wants Congress to mandate a national 401(k) dashboard.
Small employers don’t know the tax perks for starting 401(k)s
There are incentives of up to $5,000 to start plans, but many business owners don't take advantage of that, EBRI found.
Robinhood is paying 3 percent bonuses for IRA rollovers. Is it enough?
It's a concept that's hardly new in financial services, but the brokerage is offering significantly more than competitors.
Democrats would boost savings with 401(k)s for babies
Several states have such programs, and extending the accounts to the federal level could decrease the wealth gap, legislators say
Could limiting tax breaks for 401(k)s rescue Social Security?
As Social Security inches closer to insolvency, the tax breaks provided to 401(k)s, defined-benefit plans and IRAs could be revamped to fix the system, according to a recent paper.
DOL gives go-ahead to auto enrollment in emergency accounts
The regulator issued a set of answers to frequently asked questions addressing contributions, limits and investment types.
Latest in 401(k) litigation: Cap Group sued, MetLife to pay $4.5M settlement
Settlements and new cases continue as law firms claim asset managers did wrong by using their own products.
Would you like your 401(k) with a side of emergency savings?
The Secure 2.0 Act will let employers add emergency accounts for workers next year, and fintechs are gearing up.
The insurance industry really doesn’t like the DOL’s proposed rule
Independent agents who sell annuities could be fiduciaries for the first time.
