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Employers using ‘top hat’ plans to sweeten exec comp packages
Four-fifths of employers acknowledge the role of non-qualified deferred compensation plans in attracting key recruits.
Congress takes another shot at federal auto IRA
Since the auto IRA was proposed 18 years ago, the only successful efforts have been in the states.
Should advisors focus on goals-based investing or beating the market?
Goals-based investing is "what happens when you take an investment process and build it for mom, but not necessarily for mom’s pension plan," CIO says.
Gen Z zooming past older generations in saving for retirement
Data on DC plans and IRAs show young families are accumulating retirement assets faster than ever.
Prudential closes jumbo pension risk transfer transaction with Shell
The financial services giant is taking on $4.9 billion in pension obligations covering more than 20,000 retirees.
Creating a ‘retirement paycheck’ more important than ever, RBC study reveals
Unable to rely on pensions and Social Security, retirees need extra income source.
Small employers don’t know the tax perks for starting 401(k)s
There are incentives of up to $5,000 to start plans, but many business owners don't take advantage of that, EBRI found.
Workers’ financial stress at critical levels, new poll finds
A workplace well-being survey underscores the extent of worries over emergency funds, retirement saving, and student debt.
Workers’ financial and retirement confidence have languished since 2022
Index points to a gap between people's current sense of security and their readiness for retirement.
Racial divides in retirement readiness exposed in new report
Survey data point to demographic disparities in retirement savings, confidence, and awareness.
A pooled employer plan with personalized TDFs is landing soon
American Funds, which has been the top seller of target-date mutual funds for two years, says it has something new for the PEPs space.
‘How do I blow up the industry?’
There’s such little diversity of experiences within the profession, says advisor.
‘I wanted to assist people like me’
How industry professional found his calling away from traditional retirement planning.
Robinhood is paying 3 percent bonuses for IRA rollovers. Is it enough?
It's a concept that's hardly new in financial services, but the brokerage is offering significantly more than competitors.
Estimated health care expenses in retirement increase again: EBRI
Men on Medicare would need as much as $184,000 to have a 90 percent chance of meeting their health care costs, and women as much as $217,000.
Bitcoin ETFs in 401(k)s a useful diversifier, proponents say
Such ETFs could become a small component of target-date funds.
Social Security Administration weighs in on bill to repeal taxes on benefits
The program's chief actuary says the bill would improve the long-term solvency of Social Security.
Critics of DOL fiduciary proposal work to generate Democratic opposition
‘When you have both sides come together and support something – or in this case oppose something – we can put forth better policies for retirement savers,’ says a financial industry lobbyist
Betterment at Work offers student-loan matching in 401(k)s
The product arrives as a provision of the SECURE 2.0 Act goes into effect that makes workers' qualified student loan repayments eligible for 401(k) matching contributions from their employers.
Prudential, Fidelity collaborate on new decumulation option for DC plans
The firms say that 100,000 people will benefit from the new product.
