Special Coverage: The Rothification of Retirement

Also, Gen Z Savers Starting Strong, But Risk Being Overly Optimistic

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Monday, June 03, 2024 Exclusives | Awards | Research | Events

Special Coverage: The Rothification of Retirement June's special coverage series considers the push toward increased Roth use in defined contribution plans and the implications for plan advisers, sponsors and participants. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Gen Z Savers Starting Strong, But Risk Being Overly Optimistic Although Gen Zers are showing a strong start to retirement savings, they still may be too aggressive in their financial planning, according to a new report by Goldman Sachs.

Today's Most Read 1. Small Business Plan Design in Practice 2. Bechtel Faces 401(k) Suit Over Default Managed Accounts 3. 'Sandwich Generation' Caregiving Crimps Retirement Planning

Retirement Industry People Moves - 5/31/24 3(38) Investment Fiduciaries adds director of investments; Freedom Fiduciaries hires retirement plan consultant; Miller to lead AssuredPartners retirement services practice; and more.

529 Assets Are Growing, But Education Still Needed 529 assets are increasing, but education is needed for plan sponsors and participants to understand their full benefits.

Senate Introduces Bill to Require SEC to Modify Small Entity Definition The bill has already passed the House.

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