Investing | April 25th, 2025 Despite Participants’ Interest, Nasdaq-100 Lags Other Indexes in 401(k) Plans A Nasdaq-100 survey conducted by Shelton Capital Management showed that allocations to Nasdaq-100 Index mutual funds make up fewer than...
Compliance | April 7th, 2025 Tuberville Reintroduces Bill to Reverse Retirement Plan Crypto Warning The Financial Freedom Act would reverse the Department of Labor’s guidance against including cryptocurrency investments in 401(k) accounts.
Investing | March 31st, 2025 BlackRock’s Fink: Private Assets Could Raise Retirement Funds by 14.5% In his annual chairman’s letter, Larry Fink wrote about the benefits of infrastructure investment in an attempt to ‘cut through...
Compliance | November 30th, 2023 Plan Sponsors Get Clarity and Some New Questions in IRS Part-Time Eligibility Rules The post-Thanksgiving rule proposal will require a close look and potential plan design changes in the coming weeks for employers...
Data and Research | September 14th, 2023 The Impact of Spending Spikes on Retirement Readiness Report reveals that higher credit card debt is associated with lower 401(k) contributions and account balances.
Deals and People | April 14th, 2023 Retirement Industry People Moves Rugel joins MassMutual as head of operations; BNP Paribas promotes José Placido to CEO and Jean-Yves Fillion to vice chairman;...
Compliance | February 28th, 2023 House Votes to Overturn Rule Allowing ESG Investing in Retirement Plans The resolution next moves to the Democratic-majority Senate.
Deals and People | January 9th, 2023 Investment Service and Product Launches RightCapital adds SECURE 2.0 update to financial adviser planning platform; NFP Starts Human Capital Solutions Practice; and more.