More retirees than ever are drawing down on their plans, but state revenue has not increased.
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Marlene Y. Satter has worked in and written about the financial industry for decades.
By Lynn Cavanaugh | June 10, 2025
Though PEPs have been in existence for over 50 years, SECURE 2.0 provisions and the pricing power of pooled structures is prompting more organizations to seek them out instead of 403(b)s or 401(k)s.
By Lynn Cavanaugh | June 06, 2025
The American Academy of Actuaries has developed a range of options that public policymakers, and plan sponsors, should consider to address obstacles that remain for spouses of participants in 401(k) plans, in the event of death or divorce, as well as for domestic partners.
By Lynn Cavanaugh | June 05, 2025
During the first quarter, average account balances were lower, but the average contribution rate to 401(k) plans hit 14.3%, close to Fidelity’s suggested savings rate of 15%.
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