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Add the Evergreen State to those that provide retirement plan coverage for private-sector employees whose employers do not. Well, soon.
"In the beginning of March, Washington joined the 15 other states that had previously adopted state auto-IRA language, to provide the best opportunity for small...
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[Updated: On Friday morning, the House passed H.R. 2799, Expanding Access to Capital Act of 2023, the larger bill that included the CITs in 403(b)s amendment, on a party line vote of 212 - 205. The bill will now go to the Senate. A quote from ARA CEO Brian Graff is added below.]
On March 7, the...
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Editor’s Note: This is part I of a two-part series.
It’s not unusual for older generations to look askance at their younger counterparts and dismiss them with a harumph at the thought that one day they will come to the fore. But some recent data suggests that in the case of the youngest...
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Even with other ongoing financial struggles, retirement savers ended the year on a positive note with improved market conditions and consistent contributions helping boost average account balances to their highest level in nearly two years.
The good news comes from Fidelity’s Q4 2023 analysis,...
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Research that looked at how employers and benefits providers can succeed with Gen Z finds that the generation is not all that different from their older counterparts, writes Ted Godbout in MarketBeat; they want near- and long-term financial security.
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Tech Talk discusses what agencies and officials have a role in regulating and overseeing 403(b) plans or investment options provided to participants.
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Movement on the issue of allowing 403(b)s to use collective investment trusts (CIT) could happen soon with a possible House vote on the Retirement Fairness for Charities and Educational Institutions Act, an amendment to H.R. 2799, Expanding Access to Capital Act of 2023.
The bill had been...
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Legislation has been entered in the Michigan House of Representatives that would create a retirement program for private-sector employees whose employers do not in the Wolverine State. In the meantime, a bill is before the Minnesota House that would expand coverage under the program they are...
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Student loan debt has long been said to be a drag on retirement saving, and a just-released report adds fuel to the fire, writes John Iekel in MarketBeat.
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Tech Talk discusses what the expense ratio is and what it expresses.
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Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...