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BY Jenny Kiffmeyer, JD 4/10/2024
ERISA consultants at the Retirement Learning Center (RLC) 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...
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BY Ted Godbout 4/9/2024
To address the rising U.S. retiree population, some target-date fund (TDF) providers are now integrating annuities in their offerings to combat longevity risk and provide a stream of guaranteed income—but these vehicles may not suit all investors, a new report from Morningstar suggests.
Indeed, as...
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BY Ted Godbout 4/9/2024
A new survey-driven analysis of the Saver’s Match enacted under the SECURE 2.0 Act finds that the program has the potential to be a “force multiplier” in helping lower-to-middle income Americans boost their retirement savings prospects.
More specifically, the analysis conducted by Boston Research...
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BY Nevin E. Adams, JD 4/9/2024
Last week, a new report claimed to find a big jump in a so-called “magic” number for retirement, based on what survey respondents said they thought they’d need. As though they’d know.
It garnered quite a bit of coverage, including an article in The Wall Street Journal (and a comment from none...
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BY John Sullivan 4/8/2024
On Sunday, a blue-ribbon panel of D.C. tax-policy wonks joined American Retirement Association (ARA) CEO Brian Graff at the NAPA 401(k) Summit in Nashville to discuss potential legislation impacting retirement plans.
Graff set the stage by noting that the industry will experience an inflection...
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BY Joey Santos-Jones 4/8/2024
"53% of retirees in the United States go back to work either part-time or full-time," Mauro Guillén, Vice Dean at the Wharton School, told attendees of the NAPA 401(k) Summit Monday morning during a general session. Guillén emphasized that it's not just a money management issue—it's retirees...
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BY Ted Godbout 4/8/2024
Fintech provider Pontera has announced the hiring of three leaders with nearly 70 years combined experience in the defined contribution (DC) plan industry to oversee a new DC Partnerships Team.
The firm revealed that Jerry Bonnabeau will join the firm as its Head of DC Partnerships, a new role, in...
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BY John Sullivan 4/8/2024
NAPA’s Immediate Past President, Renee Scherzer, addressed attendees during the National Association of Plan Advisors' leadership transition at the organization’s 401(k) Summit in Nashville on Sunday.
Describing her time as NAPA president as a rollercoaster ride, she noted the “ups, downs,...
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BY John Sullivan 4/8/2024
“Democracy is messy, and it’s hard. It’s never easy.”
American Retirement Association CEO Brian Graff quoted Robert Kennedy to describe the current political environment and its potential effect on retirement plan savers and advisors.
Graff, who kicked off the opening keynote general session at...
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BY Joey Santos-Jones 4/8/2024
On Sunday at the NAPA 401(k) Summit in Nashville, Tenn., Mike Walsh, CEO of Tomorrow, explored the transformative potential of artificial intelligence (AI) in the advisory and regulatory landscape. He emphasized the rapid advancements in AI technology and the urgent need for the retirement planning...
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