Most Americans do not think they can depend on Social Security for retirement income, adding to their worries about long-term financial stability, a new study from Allianz Life finds. According to the firm’s 2023 1Q Quarterly Market Perceptions Study, nearly three in four (74%) respondents do not... READ MORE

Keith Gredys from Kidder Advisors talks to John Sullivan from the NAPA 401(k) Summit floor about potential complacency following SECURE 2.0’s passing. Gredys also discusses whether Washington could “change the gameplan” by removing advisors' ability to service clients.    READ MORE

Vincent Morris from OneDigital Retirement + Wealth talks about company culture, the bridge to financial wellness and the story they tell to the employer. He also elaborates to John Sullivan about whether M&As are truly in a cooldown period.    READ MORE

Plan advisors know just how vital their defined contribution (DC) wholesaler is to growing, building, and managing their practice. Here’s your chance to tell them how much you appreciate their efforts. We have long referred to the Top DC Wholesalers as “Wingmen,” but these days, the best of them... READ MORE

TIAA has joined Retirement Clearinghouse, LLC (RCH) alongside Empower, Fidelity, Vanguard and Alight linking up with the Portability Services Network, LLC (PSN). The network was created to help workers automatically move smaller retirement savings in 401(k), 401(a), 403(b), and 457 accounts to... READ MORE

Will Hansen, Chief Government Affairs Officer for the American Retirement Association, details to John Sullivan from the floor of the NAPA 401(k) Summit what’s going on in Washington.  Could the 401(k) system move from the private sector to Treasury? How do provisions in SECURE 2.0 help Americans... READ MORE

What's in the Episode What's on the tax policy agenda for the Treasury Department, and what are its priorities? What about the technical correction in SECURE 2.0 needed for Roth catchup provisions? And, more basically, how is a regulation born—the process for developing a regulation and the... READ MORE

Billed as a way to bolster its retirement income capabilities, T. Rowe Price announced a definitive agreement to purchase Retiree, Inc., a fintech firm that offers retirement income planning software. According to the announcement, Retiree, Inc.’s software will complement and expand T. Rowe Price’... READ MORE

Whether for good or ill — a change in recordkeepers is one of those “choices” that plan fiduciaries are expected under ERISA to evaluate as a prudent expert. In this episode, Nevin (Adams) & Fred (Reish) cover some key factors. Let’s face it — change — even change for the better — is... READ MORE