Tag: 401(k)

The deal also adds 350,000 savers to Vestwell’s platform.

The raised limits take into account cost-of-living adjustments and impact pension plans and other retirement-related items for tax year 2026.

Studying 2.7 million workers’ 401(k) accounts, ICI and EBRI found a median balance of 25.9% annualized increase from 2019 to...

The complaint alleged the technology provider charged excessive fees and mismanaged an investment fund. 

A majority of respondents to Schroders’ 2025 U.S. Retirement Survey said that private assets could enhance portfolio diversification.

The Labor Department, Treasury and SEC are ordered to reexamine guidance around alternatives, including cryptocurrency in retirement plans to encourage...

An Empower spokesperson said the company is currently not commenting on the possibility of a response to Warren’s second letter,...

In a letter, the committee, comprised of legal professionals representing employee benefits stakeholders, expressed concern that legislative shifts aimed at...

Democratic Senator Elizabeth Warren wrote to the company’s CEO, Edmund Murphy III, outlining concerns about the asset class and demanding...

A Schwab survey of 401(k) participants also found increased familiarity with SECURE 2.0 provisions compared with last year.

Rally Ventures, Impression Ventures and Stout Street Capital contributed to the round, fueling the small plan provider’s growth strategy to...

Experts expect the IRA asset pool of more than $12 trillion to increase from rollovers, but the shift may be...

The District Court judge cited broad indexes as the appropriate benchmarks for plan TDFs in a ruling expected to be...

The ICI’s annual IRA report shows financial professionals continue to be the primary source for rollover advice, staying well ahead...

Pacific Life annuity available on Fidelity participant platform; Steward Partners adds Pontera 401(k) management services; Elements partners on free client...

The capital from Iconiq Growth brings the 401(k) advisory management provider’s total funding to $160 million.

Maximum Benefit/Contribution Limits for 2019 through 2024, with a downloadable PDF of limits from 2014 to 2024.

The new limits come with guidance on all the cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related...

Plan sponsors want personalized advice for participants, but many may need clearer guidance to implement managed accounts, according to new...

American Funds had the strongest inflows for a second consecutive quarter among the top ten TDF providers, according to Simfund,...