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The incoming PEP implosion

No one who claimed to make me rich ever did. No person who had thousands of potential clients for a...

Assumptions for 2024 retirement plan limits

October is the usual month that the Internal Revenue Service to come down from the mountain and ann...

IRS delays Catch-Up Contribution change

With January 1st coming down the pike, many in the retirement plan industry have issued a sigh of r...

Millennium Trust rebrands

Millennium Trust Company, announced its plan to rebrand as Inspira Financial. The transformation un...

State plans hit a $1 billion in assets

State automatic retirement programs have finally accumulated more than $1 billion in assets, accord...

MOVEit cyberattack is pause for concern

Not enough plan sponsors and plan providers talk about cyberattacks and they should. The massive...

Democrats push for spousal consent

Congressional Democrats have reintroduced bills in the Senate and House \o require spousal consent ...

Two defendants dropped from American Airlines ESG case

The plaintiff suing American Airlines for adding an ESG fund to the 401(k) plan has dropped the cas...

Almost 75% of plan participants want advice

73% of 401(k) savers would like personalized investment advice for their retirement savings, accord...

Platinum launches first 403(b) PEP

SECURE 2.0 allowed 403(b) Pooled Employer Plans (PEPs), and the first to the market is being launch...