Chester County News and Community Website
HARRISBURG, PA — The Pennsylvania Treasury Department has launched an online financial education hub that consolidates state and federal financial literacy resources into a single website, expanding public access to …
Treasury Expands Financial Literacy Access With Online Hub Read More
DRESHER, PA — Ascensus has begun offering Roth contribution options for all new SIMPLE IRA plans, becoming one of the first retirement plan providers to implement a provision of the …
Ascensus Adds Roth SIMPLE IRA Option Under SECURE 2.0 Read More DRESHER, PA — Ascensus has launched a pooled employer plan for nonprofit organizations, expanding its retirement offerings as the company seeks to grow its presence in the market for outsourced …
Ascensus Targets Nonprofits With New 403(b) Pooled Plan Read More
Margaret had saved diligently for decades. Every paycheck, a portion went toward her retirement account. Then, the day finally came: she retired. Suddenly, the hardest part wasn’t the saving. It …
Turn Your Savings Into Paychecks in Retirement Read More
BERWYN, PA — Fiduciary Exchange LLC (FIDx) has integrated Beacon Research’s annuity rate data into its Insurance Exchange platform, a move aimed at simplifying how financial advisors research and select …
FIDx Integrates Beacon Data to Streamline Annuity Sales Read More
Saving for retirement is important, but it’s only part of the picture. If you’re within five to 10 years of your target retirement date, it’s time to start thinking about …
Five Questions That Could Change How You Eee Retirement Read More
VALLEY FORGE, PA — Participation in employer-sponsored retirement plans reached a record 86% of eligible workers while average savings rates climbed to an all-time high in 2025, according to Vanguard’s …
401(k) Participation Hits Record High as Savings Rates Rise Read More
VALLEY FORGE, PA — Vanguard has released new research outlining a framework for turning retirement savings into sustainable income, highlighting a growing challenge for retirees as defined-contribution plans increasingly replace …
Vanguard Publishes Retirement Income Framework as Americans Face Decumulation Challenge Read More
Let’s say you dream of spending your retirement mornings on a warm beach, coffee in hand, waves rolling in. To get there, you had a simple plan: save $1 million …
Saving for Retirement: Are You Guessing or Planning? Read More
While older generations worry about having enough money for retirement, many Gen Z workers aren’t even starting to save. Research in 2025 by Edward Jones and Morning Consult shows that …
Risks Threatening Gen Z’s Retirement — And How To Tackle Them Read More