News

SoFi and Capitalize Expand Long-Standing Partnership To Simplify 401(k) Transfers
Capitalize, the industry’s award-winning platform for retirement account transfers, and SoFi, a member-centric one stop shop ...
'It's not taxed at all': Warren Buffett said this is the 'best investment' you can make to fight inflation — how to put his advice into action
With an estimated net worth of $161.8 billion, Warren Buffett, the CEO of Berkshire Hathaway, has built a tremendous ...
Investment Magazine9h
NAB’s Presima seeks new chief
The acting-chief executive of real-estate investor Presima is travelling outside Australia seeking a replacement, says a statement by Presima’s controlling shareholder National Australia Bank. Basile ...
National Association of Plan Advisors9h
Case of the Week: Reducing or Suspending 401(k) Safe Harbor Contributions Mid-Year
Responding to a recent call from a financial advisor in Texas, the ERISA consultants at the Retirement Learning Center (RLC) address a question on whether a client can suspend the company’s 401(k) ...
JD Supra7h
DOL Issues Temporary Enforcement Policy for Small Amount Transfers to State Unclaimed Property Funds
The US Department of Labor recently issued Field Assistance Bulletin (FAB) 2025-01, a temporary enforcement policy regarding ...
SoFi, Capitalize expand partnership to simplify 401k transfers
SoFi Technologies (SOFI) has expanded its partnership with the retirement account transfers platform, Capitalize, to simplify 401k transfers.