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Trump Account Matching Has Recruiting Appeal and Compliance Strings Attached

By Fred Barstein / benefits committee, Benefits integration, Communication, employer match, erisa, ERISA Advisory Council, Fiduciary, Fiduciary Training, ira, plan sponsor governance, Trump Accounts

Employer matching on Trump Accounts may sound like a natural extension of the family-first benefits trend that has reshaped recruiting over the past five years. ...

IRS Issues New Guidance for SECURE 2.0 401(k) Student Loan Match

By Fred Barstein / 401k News, benefit education, benefits committee, Change, Communication, Confidence, DC Plan Sponsors, Economy, Emergency Savings, Fiduciary, Financial Advice, Financial Advisors, Financial Wellness, Financial Wellness, ira, IRA Roll overs and Roll ins, Legislation, Plan design, SECURE 2.0, Secure Act Changes, Student Loan Debt

The Internal Revenue Service (IRS) has recently issued new guidance regarding a SECURE 2.0 Act provision that aims to provide significant benefits for employees repaying...

Maximizing Opportunities: Navigating The Future of IRA Rollovers

By Fred Barstein / 401k News, 401k rollovers, Adaptability, Change, Client connection, collaboration, Communication, Confidence, Financial Literacy, Financial Wellness, Financial Wellness, Investments, ira, IRA Roll overs and Roll ins, Regs and Regulators, Retirement Advisor Specialist

IRA rollovers represent a significant opportunity for wealth advisors, but the landscape is shifting due to regulatory changes, new financial technologies, and evolving retirement plan...

SECURE 2.0’s Influence on Retirement Planning Among Advisors

By Fred Barstein / 401k News, Communication, DC plans, education, Fiduciary, Fiduciary, ira, Regs and Regulators, Retirement Committee, Secure Act Changes, student loan debt, Target Date Fund

A survey conducted by Cerulli Associates revealed that only 7% of defined contribution plan advisors would recommend actively managed target-date funds (TDFs) to clients, with...

Contractions and Explosions: Dynamics Shaping the DC Industry

By Fred Barstein / Alternative Investing, DC plans, Digital Tools, ira, Latest News, Recordkeeping

In the realm of defined contribution, two major developments are taking place. Firstly, certain components within the industry are undergoing a process of downsizing due...

401(k) Rollovers Play a Role in Supporting Retirement Readiness

By Steff Chalk / 401k rollovers, 401k Technology, Auto Portability, benefits committee, Featured Article Steff, Financial Stress, Financial Wellness, investment, ira

401(k) rollovers can be complex. Workers often make mistakes with 401(k) rollovers in their use of assets and account structures. Misguided 401(k) rollovers can contribute...

Retirement Plan Participants are Coveted by Many

By Steff Chalk / auto enroll, auto escalate, Auto Portability, benefits committee, ira

Retirement Plan Participants are an attractive group of individuals. Retirement plan participants have something that gets the juices flowing at investment houses and among service...

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