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planadviser.com
4 小时
Trump, New Congress Could Continue Bipartisan Work to Expand 401(k) Coverage
Mercer’s policy lead says bipartisan work should continue to expand employer-sponsored retirement plan coverage, but tax ...
planadviser.com
23 小时
SEC Chair Gensler Announces January 20 Departure
Biden appointee Gensler will step down after a ‘robust rulemaking agenda’ as Republican leadership takes over the White House ...
planadviser.com
23 小时
11th Annual Retirement Survey: Changing Viewpoints
As retirement plans transition from supplemental savings vehicles to the primary income source for many retirees, plan ...
planadviser.com
20 小时
TPA Strongpoint Partners Acquires Pension Consultancy Karel-Gordon & Associates
Strongpoint Partners, a retirement services platform specializing in third-party administration, recordkeeping, payroll and human resources, has acquired pension consultancy Karel-Gordon & Associates.
planadviser.com
2 天
Correcting 401(k) Auto-Enrollment Failures
ERISA experts Fred Reish and Joan Neri answer a question about addressing a plan sponsor client’s error in implementing ...
planadviser.com
1 天
Robinhood to Acquire TradePMR, Expanding Into RIA Wealth Management
The firm known for stock trading will connect users to financial advisers, expanding further into financial services after ...
planadviser.com
1 天
Rhode Island To Start Auto-IRA Program in 2025
RISavers administered by Vestwell is expected to begin a pilot in the spring of 2025 in partnership with Connecticut's state ...
planadviser.com
1 天
Respondents Recommend Simplicity, Data Sharing for Saver’s Match
Retirement industry representatives, providers and academics weighed in on how to best implement a federal matching program ...
planadviser.com
1 天
HSA Growth Continues, With Plan Sponsors Calling for More Education
The latest PSCA survey revealed rising health savings account usage, with employers advocating for more education to further ...
planadviser.com
1 天
Principal Launches Workplace Personal Investing Program for Mass Affluent
The adviser solutions program started in Q3; meanwhile, the firm’s asset management arm will release its first passive TDF in ...
planadviser.com
2 天
Capital One Facing 401(k) Plan Forfeiture Suit
Capital One Financial Corp. and its board of directors join over 20 other companies facing a lawsuit over the usage of 401(k) ...
planadviser.com
3 天
ICI Calls On SEC to Reassess Regulatory Agenda Amid Presidential Transition
The Investment Company Institute urged the Securities and Exchange Commission to pause compliance deadlines for recent rules, ...
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