Investment Product and Service Launches
Schwab introduces tools for workers with student loan debt; CapIntel launches proposal builder for SEC Marketing Rule compliance; Penny Finance adds automated money insight; and more.
Match for Student Debtors
Betterment Launches 529 Education Savings Solution
Users will be able to view their education savings alongside their other investments in one dashboard.
Capital Group: Now is Optimal Time to Sell Retirement Plans
An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state mandates.
Student Loan Firm Candidly Raises $20.5M in Financing
Candidly’s student debt and savings service for employers and retirement recordkeepers has brought in Series B financing led by investment firm Altos Ventures.
How to Guide Retirement Savers in 2023
Advisers and plan sponsors should encourage savers to focus on opportunities from the Secure 2.0 Act and on building up an emergency reserve, according to J.P. Morgan experts.
What Resumption of Student Loan Payments Would Mean for Employers
With pundits saying the Supreme Court will likely strike down student debt forgiveness, employers and providers are getting ready to do their part.
Mastering the RFP
Non-Mortgage Debt Derails Retirement Savings for Many
Among those who said they would like to save more, 56% said retirement was a top reason; however, LIMRA found that debt is a major obstacle preventing many people from saving as much as they would like.