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Despite offering unique tax advantages, lots of people remain unaware of health savings accounts (HSA)—and even many who are using them aren’t using them to anywhere near their full potential.Jeremy Keil, CFP, CFA, a retirement-focused financia
The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do to prepare for the changes it will bring.Jerry Schlichter, founding and managing partner of Schlichter
Health Savings Accounts can be a very effective tool not only to pay for out-of-pocket medical expenses, but also to save for retirement thanks to a unique triple tax advantage.To check in on the pulse of the HSA market, we talk with the co-fou
The Department of Labor released its final “Retirement Security Rule” recently, which aims to raise the legal bar for financial advisors, brokers, insurance agents and others who give retirement investment advice.Noted ERISA attorney Fred Reish
There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan participants manage their retirement spending: Target date funds featuring annuities.Morningstar recently did some really interesting research
Artificial intelligence is a hot topic everywhere these days, including the financial services industry. We check in with artificial intelligence early adopter Liz Davidson, founder and CEO of Financial Finesse, who tells us about their award-w
The workplace retirement plan industry’s premiere event is just days away, with top professionals set to descend upon Nashville April 7-9 for the 2024 NAPA 401(k) Summit.We get a preview of the big event from two of the key people in charge of
The 401(k) has been under attack on multiple fronts lately.Between calls for eliminating their tax advantages to prop up Social Security to Bernie Sanders pining for a return to pension plans, and momentum seeming to build for the TSP-like “Ret
Unlocking the Door to Broader Adoption of Guaranteed Lifetime Income in 401(k)s: Matt Gray and Todd LevyGuaranteed lifetime income remains a hot topic in the workplace retirement plan market and there are plenty of factors at play these days th
Ohtani’s ‘Retirement’ Strategy, NQDC Plans and 2024 Stock Trends with ‘401(k) Lady’ Jeanne SuttonBaseball’s biggest star Shohei Ohtani made headlines recently by signing the largest individual contract in the history of sports when he inked a 1
Catching Up with 'Annuity Yoda' Tamiko TolandGuaranteed in-plan lifetime income solutions is a hot topic in the workplace retirement market these days, and we wanted to hear from one of the foremost experts on these products in “Annuity Yoda” T
The Year Ahead with John Hancock Retirement CEO Wayne ParkAs the new year opens, our first podcast of 2024 features a look at what to expect in the workplace retirement market from a high-level leader in John Hancock Retirement CEO Wayne Park.W
IBM sent shockwaves through the retirement industry recently when it was revealed that the tech and computing giant is halting its 5% 401(k) match in favor of a 5% contribution to a new, portable, immediate-vesting pension called a “Retirement
2024 SECURE 2.0 Insights with Principal’s Lance SchoeningAs we head toward 2024, more and more provisions of the landmark SECURE 2.0 retirement reform legislation package are coming online, including some provisions that have lots of people in
IRI’s Jason Berkowitz: Why Biden’s Fiduciary Rule Gets it WrongWhile the American Retirement Association is among those saying “fair” when it comes to the Department of Labor’s new proposed retirement security rule released last week that seeks
Talking DOL Retirement Saving Priorities with EBSA Head Lisa GomezIt’s been about a year since the Honorable Lisa M. Gomez was sworn in as the Assistant Secretary of Labor, and quite a busy year it’s been for the head of the Employee Benefits S
When you want to gain insight about what’s going on in the retirement industry, you want to talk to someone who’s in the loop and immersed in the business. We can’t think of someone who fits that description better than Jania Stout.401(k) Speci
Capitol Hill Retirement Reform Update with Invesco’s Jennifer FlittonWith 2024 quickly approaching, it’s a good time to check in on the status of retirement reform efforts and progress in Washington D.C.—particularly as the industry prepares fo
Andrew Biggs Explains Why There is Really Is No Retirement CrisisIn an environment where Americans are repeatedly told by mainstream media that they are facing a serious retirement savings crisis because they aren’t saving enough, there’s one p
Building Client Relationships with Advisor Derek FiorenzaDerek Fiorenza, C(K)P, CPFA, AIF, PPC, MSBA, is wired a little differently than the typical retirement plan advisor. He joins us to explain the somewhat unique approach he has to building
Lifetime Income Solutions in 401(k)sAllianz Life’s Joe Hendrickson and AmericanTCS’ Brian Lenz Discuss Market MomentumIn-plan guaranteed lifetime income solutions, such as annuities, have received plenty of attention in the wake of the SECURE A
Fred Reish’s DOL Fiduciary Rule UpdateThe retirement industry will be keeping a close eye on the Department of Labor in August in anticipation of proposed regulation regarding its fiduciary rule, and whether or not a retirement plan-to-IRA roll
Retirement Advisor Marketing with Rebecca HourihanWe were curious to learn more about what 401(k)-focused advisors are doing with their 401(k) marketing efforts these days, and what kind of investments in time and resources they are making in e
Exploring the Mid-Cap Market with Invesco’s Justin LivengoodOur guest today makes the argument for why mid-caps as an asset class belong in a properly diversified defined contribution plan investment menu, and explains why most 401(k) participa
The rapid emergence of artificial intelligence and Chat GPT specifically has raised a bunch of fresh questions about the role it will play in financial advice, and how it will impact the work and role of financial advisors moving forward.High-p
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