401GO Raises $12M Series A Funding Led by Next Frontier Capital
Rally Ventures, Impression Ventures and Stout Street Capital contributed to the round, fueling the small plan provider’s growth strategy to...
Tag: 401k
Judge Rules for Molina, flexPATH in ERISA Case
The District Court judge cited broad indexes as the appropriate benchmarks for plan TDFs in a ruling expected to be...
IRA Assets Climb to $13T, With Rollovers Fueling Growth
The ICI’s annual IRA report shows financial professionals continue to be the primary source for rollover advice, staying well ahead...
Product Partnerships – 2/7/24
Pacific Life annuity available on Fidelity participant platform; Steward Partners adds Pontera 401(k) management services; Elements partners on free client...
Maximum Benefit and Contribution Limits Table 2024
Maximum Benefit/Contribution Limits for 2019 through 2024, with a downloadable PDF of limits from 2014 to 2024.
IRS Announces 2024 Contribution Limits
The new limits come with guidance on all the cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related...
TDF Assets Through Q3 Dip Slightly, Still Outpacing ‘22
American Funds had the strongest inflows for a second consecutive quarter among the top ten TDF providers, according to Simfund,...
Voya Focusing on PEPs, MEPs With Advisers, Says Top Exec
The wealth solutions sales head made the comments at a LeafHouse conference as the firm announced it was nearing $90B...
Former DOL Investigator Starts Firm Targeting 401(k) Fraud
David Donaldson’s Participant I.D. will offer providers and plan sponsors three-factor identify theft protection.
Ascensus Hits $1B AUA in PEPs, Showing Continued Adoption
The firm cites almost 650 employers in their pooled employer plans; meanwhile, Ameritas is launching a 403(b)-specific offering.
As Many Retirees Plan to Work for Fulfillment as for Money, Empower Finds
Personalized advisement remains key for working retirees no matter their circumstances, says a financial adviser with the recordkeeper.
US Retirement Assets Rise for 4th Straight Quarter Through Q2
Defined contribution plans grew at a rate of 12% to $10.2 trillion, according to ICI, even as separate Escalent research...
From Value Statements to Cold Calls, Advisers Talk Client Attraction
Retirement plan advisers provide insights on how to purposefully connect with potential clients.
Investors Nearing Retirement Seek Strong Support and Brand Familiarity, Cerulli Reports
Latest research found 45% of investors prefer an adviser affiliated with a national firm when they are nearing retirement.
Retirement Plan Limits to Rise in 2024, Mercer Projects
Almost all retirement plan limits will increase, with the exception of catch-up contributions, according to the benefits consultancy.
Retirement Industry People Moves
Corebridge names Muderrisoglu head of investor and ratings relations; TIAA promotes Houser to head of institutional sales; Tifin Amp’s founder...
Fidelity: Auto Default Contribution Rate Hits All-Time High of 4.1%
The recordkeeper’s Q2 participant report also finds third-consecutive boost in average retirement account balances on strengthened markets.
Adviser Product Partnerships
Asure taps Vestwell to offer clients 401(k) benefit; NFP hires Ascend for insurance billing platform; NAIC and U.S. Bancorp partner...
American Airlines ESG Lawsuit May Move Ahead, According to Court Filing
A judge overseeing the complaint brought by a former pilot has set a potential trial date; the airline has said...
Robinhood IRA Nears $1B, Planning Further Retirement Push
The stock trading platform’s IRA with 1% match nears milestone after less than one year while CEO announces 3% IRA...