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Expanding auto portability to a larger population can significantly reduce leakage of retirement plan assets and help shore up savings.
March 6
Portability Services Network and Retirement Clearinghouse -
Just 2.1% of plan participants took out a 401(k) loan in Q4 of 2022, and 0.4% utilized a hardship distribution to deal with financial challenges.
February 9 -
As You Sow is an organization that works to bring sustainability to retirement investments. Their president talks to EBN about the path to progress.
February 8 -
As more workers find themselves in a desperate financial mindset, employers should take the time to educate them on all the ways there are to save.
January 17 -
Additionally, one in three adults with long-term nest eggs pulled out money for daily living costs, a U.S. News & World Report survey found
January 11 -
An AI-powered rethinking of benchmarking and comparative analytics can lead to superior insights.
January 11
OnlyBoth -
Small businesses and the self-employed are especially in need of support when it comes to making viable retirement options a reality.
January 9 -
After months of delay, Congress has passed its landmark retirement legislation. Here's what advisers should know about it.
December 27 -
If auto portability is broadly adopted across the U.S. over the course of 40 years, an additional estimated $1.5 trillion in savings will be preserved.
December 21
Portability Services Network and Retirement Clearinghouse -
Passing this combination bill before the holiday recess would serve as a rare bipartisan gift to working Americans and large retirement plans.
December 13
The ERISA Industry Committee (ERIC) -
TPAs are critical for small businesses that often need hands-on support and custom retirement plan designs to support their growth.
December 12
Vestwell -
Dave Stinnett, Vanguard Head of Strategic Retirement Consulting, talks about financial wellness growth and finding a successful path to savings.
December 9 -
A more thoughtful approach to saving will help participants who rely on the defined contribution model stretch their dollars into life after work.
November 28
Portability Services Network and Retirement Clearinghouse -
The percentage of retirement savers pulling money for hardships recently spiked 24%, according to new data.
November 23 -
Don't leave your retirement savings to languish after a job loss. Here's how to protect your money and make wise financial decisions.
November 21 -
Since most Americans rely on the workplace for their retirement savings, employers are poised as an essential resource for helping people manage financial turbulence.
November 1
Morgan Stanley at Work -
Peg Creonte, president of government savings at Ascensus, explains how tax-advantaged savings programs can be a key to long-term financial wellness.
October 26 -
Thanks to new adjustments from the IRS, Americans can put significantly more savings in their 401(k)s next year. But will they?
October 25 -
It's imperative to have an evidence-based understanding of how employees from historically marginalized communities are utilizing retirement plans.
October 24
The Aspen Institute Financial Security Program -
The retirement giants announced a rare collaborative effort to help employees keep savings in tax-advantaged accounts when they switch jobs.
October 6

















