The Father of the 401(k) Has a New Savings Plan

Published on July 28, 2026

Ted Benna's new Radish plan aims to help lower-income workers build savings through employer-funded performance rewards.

Continue reading on website
Other news

Advisor Roundtable: Navigating the Complexities of Equity Compensation

July 28, 2026
As equity compensation becomes a larger component of employee wealth, financial advisors are helping clients navigate the complexities of stock options, RSUs (restricted stock units), and ESPPs (employee stock purchase plans). Here, three financial advisors discuss how to balance the upside potential of equity awards with tax planning, concentration risk, diversification, and strategic exercise de

Advisors Leverage Multiple Tools to Diversify Single-Stock Portfolios

July 28, 2026
From exchange funds to tax-aware long/short strategies, wealth managers are combining solutions to help clients diversify concentrated single-stock positions without triggering huge tax bills.