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BY Ted Godbout 3/29/2024
Retirement plan provider Equitable, principal franchise of Equitable Holdings, announced changes to its leadership ranks this week, promoting industry veterans from within the company.
Jim Kais was named Head of its Group Retirement business, effective April 1, 2024. Kais will report to Nick Lane...
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BY Nevin E. Adams, JD 3/29/2024
Well, here we are again at the end of yet another workweek … and yet, just look at what has happened to these guys and gals…
Are your solar eclipse glasses safe or fake? Here's how to find out ...
In Leeuwarden, Netherlands… a jailbreak…of eleven…of sorts ...
In Tampa, Florida…tis the season… ...
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BY John Sullivan 3/28/2024
It’s all about engagement.
Basic psychology tells us that groundwork must be laid before getting someone to act. Yet too many tools in the retirement plan and financial services industries fail this basic tenet, resulting in low engagement and lower participation.
Moniwell isn’t one. The firm...
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BY Ted Godbout 3/28/2024
The Colorado-based firm announced this week that it is planning to launch a new digital solution to make it easier for small employers to establish workplace retirement plans.
Launching in mid-2024, the new, end-to-end 401(k) offering will provide advisors and third-party administrators (TPAs)...
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BY Ted Godbout 3/28/2024
Recordkeeper consolidation continues, as Ascensus and Mutual of Omaha have reached a definitive agreement where the retirement plan administrator will acquire Mutual of Omaha's 401(k) recordkeeping business, according to a March 27 announcement by the firms.
Through the transaction, Ascensus will...
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BY John Iekel 3/28/2024
UPDATE: Washington Gov. Jay Inslee did, in fact, sign into law on March 28 the retirement savings bill, becoming the 16th state to enact a state-run auto-IRA program.
Washington Gov. Jay Inslee (D) is scheduled to sign into law legislation that will create Washington Saves, a state-run auto-IRA...
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BY NAPA Net Staff 3/27/2024
Listen on iTunes | Listen on Spotify | Listen on Google Podcasts
March 2024 Episode Description:
With the aging population growing so rapidly and birth rates declining, many industries could face labor shortages. As many employers face a coming wave of baby-boomer retirements, the gaps in...
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BY Nevin E. Adams, JD 3/27/2024
A suit that alleged a breach of fiduciary duty in the selection of proprietary funds that were said to be underperforming has been dismissed for failure to state a claim.
The plan in question is the $1.5 billion, 5,500 participant AllianceBernstein 401(k) plan, and participant-plaintiffs Donald S...
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BY John Sullivan 3/27/2024
Longevity and greater spending are “putting the U.S. retirement system under immense strain,” BlackRock CEO Larry Fink wrote in his annual letter to shareholders.
In the letter, bluntly titled “Time to Rethink Retirement,” Fink argued that capital markets will be critical in addressing what he...
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BY Jenny Kiffmeyer, JD 3/27/2024
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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