Weekday news and analysis for retirement plan advisers
Thursday, February 20, 2025
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Data & Research
Public Sector Employees More Likely to Stick with Default Retirement Investments
A new report from
MissionSquare
revealed how demographic and economic factors influence investment decisions.
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The Pension Specialists Breach Exposes Data of 71,000 Participants
The external system breach exposed participants’ names and Social Security numbers.
Today’s Most Read
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Georgia Bill Aims to Create State-Run Retirement Plan
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Edward Jones Launches Private Client Services for High-Net-Worth Clients
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The Importance of Leveraging Technology to Improve Financial Wellness
Candidly Claims $1.8B in Student Debt Impact
In the firm’s ‘2024 Annual Impact Report,’ it highlighted the usage and results from multiple tools supporting loan repayment and savings optimization.
Answering Questions About SECURE 2.0 Catch-Up Provisions
Speakers at the PLANSPONSOR Roadmap livestream discussed the administrative challenges of implementing the Roth and age 60 to 63 catch-up provisions under SECURE 2.0.
Is SECURE 3.0 on the Horizon?
The industry contemplates the future of policy evolution.
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