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FINRA Panel: Corporate Inclusion Needs a New Approach
Companies often miss the mark on diversity and inclusion when they treat it as a ‘checklist’ item, according to panelists at a diversity leadership summit.
IRS Increases 2025 401(k) Contribution Limit, Holds IRA Limit
The announcement provides information on all the cost-of-living adjustments affecting dollar limitations for retirement-related items in the tax year 2025.
Finding the Best Fit Between PEPs and State-Run Plans
Experts discuss which small plan solution is most appropriate for different types of businesses.
Most Hybrid RIAs Favor Retirement Fiduciary Standard
DPL Financial Partners, which works in commission-free annuities, released a survey of RIAs and broker/dealers regarding the DOL’s stalled fiduciary rule.
2025 Retirement Plan Adviser of the Year Nomination Period Is Open
Nominations are now being accepted in seven categories.
Financial Finesse Acquires OfColor to Expand ‘Culturally Relevant’ Content
The financial wellness provider will integrate OfColor’s platform aimed to help workers of color.
Treasury Launches Financial Inclusion Plan, Stresses SECURE 2.0 Provisions
The department’s report includes a strong focus on implementing programs like the Saver’s Match.
Should US Consider $1,000 Newborn Seed Accounts?
Leading economists pitched the idea of a universal kick-starter investment account at an Aspen Institute financial security event.
GAO Review Finds Fee Disclosure Helpful, but Still Tricky
Although concerns continue that disclosures are hard for savers to understand, the Government Accountability Office found the regulations helpful to plan sponsors and participants.
Increased Share of Workers Credit Employers for Efforts to Reduce Financial Stress
A Schwab survey of 401(k) participants also found increased familiarity with SECURE 2.0 provisions compared with last year.
AI Can Be Helpful for FAs—but Mostly In-House for Now
Speakers at an eMoney financial adviser summit noted that AI is most useful for wealth managers as a practice management tool, ideally freeing up advisers for more human...
Financial Security First
The case for plan advisers to integrate SECURE 2.0 emergency savings solutions.
Q&A: WIPN’s 1st President Discusses Organization’s Origins
WIPN—We Inspire. Promote. Network.—is nearing the completion of its 15th year helping to connect, mentor and advance women in the retirement industry.On October 17, WIPN will mark the...
Social Security Raises Benefit by 2.5% for 2025
The boost is lower than last year because inflation has cooled; meanwhile, the consumer price index rose by 0.2%, slightly exceeding estimates.
Fidelity Data Breach Exposed Info of 77,000 Clients
The August hack did not provide direct access to users’ accounting, according to a security breach filing.
Decline Reported in Financial Inclusion Initiatives
Larger businesses saw significant decreases in financially inclusive measures, according to an annual financial inclusion study by Principal Financial Group.
Auto-IRAs May Need Better Emergency Withdrawal Comms
A study by Boston College researchers finds state auto-IRA savers may not know how flexible the accounts can be.
Having a Plan Can Help Employees Navigate Open Enrollment
New Corebridge research highlights the positive effect plan advisers and sponsors can have by prompting participants to plan out their strategy.
Who Is Most at Risk for Retirement Savings Shortfall?
Our final PLANADVISER In-Depth story on the state of retirement in the U.S. considers the groups most at risk for retirement income shortfalls.
Private Real Estate Assets in DC Plans Valued at $36.4B
A survey of real estate investment managers found inflows holding steady as the effect of the COVID-19 pandemic subsides.