JIekel
By JIekel 2/22/2023
In the inaugural episode of the DC Pension Geeks podcast, American Retirement Association CEO Brian Graff sits down with Lisa Gomez, the Department of Labor's Assistant Secretary for the Employee Benefits Security Administration (EBSA).
In her first major interview since her confirmation, Gomez...
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By JIekel 8/2/2022
In MarketBeat, Ted Godbout writes about a study that found that the No. 1 reason Millennial and Gen Z investors take early withdrawals from their retirement savings account is to pay for education. He adds that legislative relief could be coming soon for the significant impact education costs are...
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By JIekel 9/26/2021
Editor’s Note: The House Ways and Means Committee recently approved funding provisions for the Build Back Better Act of 2021, including several retirement plan provisions (starting on page 665, and summarized here.)
That part of the bill is aimed at limiting the ability of high-income...
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By JIekel 4/12/2021
Fueled by strong market gains in the second half of 2020, a recent report finds that health savings account (HSA) investment assets soared to nearly $24 billion at the end of 2020.
The results of Devenir’s 21st semi-annual health savings account survey and research report reveal that the number...
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By JIekel 11/30/2020
Tech Talk addresses who a qualified individual is for purposes of COVID-related distributions.
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By JIekel 11/24/2020
In MarketBeat, Ted Godbout writes about the results of a recent survey that reveal that most Americans, including retirement plan participants, failed a fluency quiz of key investment selection terms, which can translate into saving less and lower use of investment products.
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