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Participants raised their deferral rate in 2023 for new record

People will say that when it comes to retirement savings, the glass is half empty. I see it as half full. According to Vanguard, a record-breaking 43% of participants raised their rate of salary deferral into retirement savings. People will point out that ...

Jim Leyritz is the Yankee Stadium guest

I always say that when you do something big in New York sports, you are immortalized forever. Our guest at That 401(k) Conference is that kind of guy. With one swing, Jim Leyritz become a New York sports hero, with a homer run that helped the Yankees tie t...

Modern Wealth makes a purchase

Modern Wealth Management acquired Beltz Ianni & Associates’ advisory business and their third...

DOL claims TPA embezzled money

The Department of Labor (DOL) has sued Paul Palguta, the owner of RiversEdge Advanced Retirement So...

Hub launches new PEP

Hub Retirement and Private Wealth, a division of Hub International Ltd., announced the launch of HU...

IRS should clarify the merged MEP/PEP automatic enrollment rule

The rules are the rules and I believe that rules should be consistent and rational. The Internal Re...

2023 Account Balances were up

Bank of America’s research found that 401(k) account balances rose 15% to an average of $86,280 i...

DOL gets TRO against TPA

The Department of Labor was issued an emergency temporary restraining order (TRO) by the U.S. Distr...

4 large plans add matching benefit for student loans

According to PlanSponsor, LVMH, News Corp., Sephora and Walt Disney Co. are among the large employe...

Bitcoin ETFs in 401(k) plans is a matter of when

As I write this, the greatest investment I’ve ever owned, Bitcoin is over $65,000 a coin. Until t...