The report, “The Biannual DC Investor Survey, June 2014,” found that the 401(k) participants surveyed saw themselves making a gradual shift that “provides both greater financial flexibility and additional potential for personal fulfillment.”
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The IRS announced today it will increase 401(k) contribution limits to $23,500 (from $23,000 in 2024), the same increase as last year, while limits for employees over 50 remains unchanged.
On Thursday, just days after Donald Trump was elected President, Federal Reserve Chair Jerome Powell announced interest rate cuts by a quarter of a percentage point – to a range of 4.5% to 4.75%.
With many plans expanding more investment options and educating participants now more important than ever, many plan sponsors are outsourcing advisory and fiduciary responsibilities, says new Morgan Stanley survey.
AI isn’t just poised to reshape workflows for benefit brokers - it already is. This paper explores why AI is a force multiplier for benefits advisors, and how it can increase your profits while enabling more personalized outcomes for clients.
This discussion guide is designed to help benefits advisors quickly understand current and potential clients’ requirements to build the perfect, tailored pharmacy benefits solution.