Susan Kelly

RT @investmentnews: Saver’s Match provides big incentive for 401(k) contributions https://t.co/89A7x74qgw #InvestmentNews @EmileHallez http…

RT @investmentnews: Annuities add a layer of complexity to target-date funds, posing challenges for users. Explore insights from Jason Keph…

RT @investmentnews: ‘Magic number’ of $1.5M for retirement? Advisors say no https://t.co/AI5ckHMIZW https://t.co/8XfnqqvrlZ

RT @investmentnews: Jerry's Schlichter’s message to pension sponsors: Be very careful with pension risk transfers. Two recent lawsuits over…

RT @investmentnews: Companies transferred billions in pension assets to annuities. Here come the lawsuits https://t.co/kJmTC2N6Oa #Investme…

RT @investmentnews: Biden’s budget targets backdoor Roths and $10M retirement accounts https://t.co/ow9ik5zx4D #InvestmentNews @EmileHallez…

RT @investmentnews: There’s a chance to do two 529-to-Roth rollovers this year – but only if the first one (for 2023) is done by April 15,…

RT @investmentnews: Kodak is consdering tapping its pension fund surplus; the company's plan was overfunded by about $1.2 billion at the en…

RT @investmentnews: The price of New York Life’s 401(k) lawsuit: $19 million; the settlement is the latest among ERISA cases aimed at finan…

RT @investmentnews: Robinhood wants gig workers’ IRA business; it announced an IRA that's available through Grubhub, Taskrabbit, and Gopuff…

RT @investmentnews: Data shed light on how much 401(k)s plans pay advisors https://t.co/EETeODKHj6 #InvestmentNews @EmileHallez#401k https:…

RT @investmentnews: Should there be government site for all your 401(k) data? The Government Accountability Office wants Congress to mandat…

RT @investmentnews: Social Security fixes could include raising the retirement age and the taxable income cap, according to a Conference Bo…

RT @investmentnews: What, me worry? Most people’s retirement egos are inflated https://t.co/0eWe92X3M3 #InvestmentNews @EmileHallez #retire…

RT @investmentnews: Milliman headed to trial over its 401(k) in a case revolving around three collective investment trusts in the plan that…

RT @investmentnews: A pooled employer plan with personalized TDFs is landing soon; American Funds, which has been the top seller of target-…

RT @investmentnews: Democrats would boost savings with 401(k)s for babies, if bill proposed by Sen. Bob Casey of Pa. becomes law https://t.…