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A study reviews data from two databases to see how (if?) retirement expectations have been impacted by the experience of the COVID-19 pandemic, writes Nevin E. Adams, JD, in MarketBeat.
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Tech Talk discusses some of what the Government Accountability Office (GAO) has to say about fees for 403(b) plans, such as its finding that even seemingly small fees can significantly reduce participants’ retirement savings over time.
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To better support retirement savers, Vanguard and the Retirement Clearinghouse (RCH) announced that they are expanding their relationship to include services to individual retirement account (IRA) holders.
According to the announcement, the expanded collaboration by the two firms will help...
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Voya Financial will serve as the recordkeeper for the new Secure Retirement 403(b) Pooled Employer Plan (PEP), the firm announced July 28.
Launched by The Platinum 401k, Inc., the PEP apparently is the first 403(b) program to the market following enactment of the SECURE 2.0 Act late in 2022, which...
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The biggest surprise of Missy Matrangola’s tenure as 2023 President of the American Retirement Association’s Board of Directors?
“The variety that comes with it—we talk about legislation, conferences, budget, etc.,” she said. “And also, the fact that being the president of the American...
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Plan costs and an uncertain economic outlook are driving plan sponsors to look to digital recordkeepers, representing an opportunity to solve a need and unexpectedly disrupt the market, writes John Sullivan in MarketBeat. He discusses a report that shows retirement plan sponsors face more cost...
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Tech Talk addresses whether, and how, a 403(b) holder can take a loan from the account if the employer through which the 403(b) was started no longer exists.
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Building off the SECURE 2.0 Act and taking a page out of the “behavioral finance playbook,” two influential senators introduced bipartisan legislation to establish an automatic reenrollment safe harbor.
SECURE 2.0 soon will require new 401(k) and 403(b) plans to automatically enroll participants...
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July is a good time to take stock of where things stand with respect to the multitude of state laws and programs to address the retirement plan coverage gap in the private sector workforce. By the time July rolls around on the calendar all but a handful of state legislatures have completed their...
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The NTSA 2024 Elite Advisor Awards nominations are open—but for just one day more!
Nominate NTSA Financial Advisors with these attributes:
best of the best
innovative, unique, profound, successful
educated, experienced, community-minded professionals
specific, outstanding, unique...
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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...