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BY John Sullivan 3/21/2024
Capitalize, the 401(k) “locator” and rollover technology firm, is in good company.
The firm collaborated with the Center for Retirement Research (CRR) at Boston College on its 401(k) Statistics Tracker, which was released on Wednesday.
The Tracker found that nearly 6 in 10 U.S. workers now...
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BY Ted Godbout 3/21/2024
In recognition of the urgent need to support financial wellbeing in the workforce, intellicents has partnered with AI-driven student debt and savings optimization platform Candidly to provide its clients access to Candidly’s suite of student loan and financial wellness benefits.
According to the...
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BY Ted Godbout 3/21/2024
While a new study finds that satisfaction among clients using financial advisors has risen over the past year, it also finds, however, a growing lack of loyalty among more affluent Millennials.
According to J.D. Power's 2024 U.S. Full-Service Investor Satisfaction Study, overall investor...
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BY John Sullivan 3/21/2024
The Republican Study Committee (RSC), a conservative caucus to which most House GOP members belong, released its Fiscal Year 2025 Budget proposal, “Fiscal Sanity to Save America,” on Wednesday.
It said the budget would address the federal spending problem and pay down debt so that it would “...
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BY NAPA Net Staff 3/21/2024
Retirement income continued its industry march on Thursday with Empower announcing a host of new partnerships with asset management and insurance companies to offer several in-plan and out-of-plan guaranteed retirement income products for plan participants and investors.
The Colorfado-based...
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BY John Iekel 3/21/2024
Pension Benefit Guaranty Corporation (PBGC) Director Gordon Hartogensis defended PBGC actions and said that it is “providing crucial pension relief” in a March 20 appearance before the House Subcommittee on Health, Employment, Labor, and Pensions.
The subcommittee, part of the House Education and...
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BY Ted Godbout 3/20/2024
Expanding its universe from HSAs, FSAs and other employee-benefit accounts, HSA Bank this week announced that it will begin offering an emergency savings account (ESA) solution.
The ESA is an employer-sponsored, consumer-owned bank account intended to help employees save for unexpected expenses...
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BY Ted Godbout 3/20/2024
If ever there were any doubts about the benefits of having a formal financial plan to help prepare for retirement, a new study by T. Rowe Price puts that to rest.
According to the firm’s report, individuals with a formal financial plan were found to have two to four times more wealth when entering...
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BY Jenny Kiffmeyer, JD 3/20/2024
ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock options, and...
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BY Ted Godbout 3/20/2024
Coming mere days after the Securities and Exchange Commission (SEC) released a final rule requiring registrants to disclose certain climate-related information, a federal appeals court has issued a temporary stay halting implementation of the regulation.
A three-judge panel of the U.S. Court of...
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