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OneDigital snaps up Texas-based wealth and retirement practice
The deal, the RIA's third this year, broadens its presence in the south-central US.
Washington governor signs auto-IRA legislation
The Washington Saves program, which will take effect in 2027, extends a lifeline for millions of workers facing retirement readiness crisis.
Overfunded pension plans like Kodak’s pose $137B opportunity
Buoyant markets and rising rates have turned defined-benefit plans from costly legacies into unexpected nest eggs.
WealthVest adds new wholesale team to add to growing Aspida annuities sales
The team will be the exclusive distributor of the products across 49 states.
Are 401(k)s the ultimate retirement plan?
Advisors weigh in on the impact the DOL’s retirement security rule will have on 401(k) plans and retirement.
Ascensus seals deal for beefy $3.9B 401(k) business
The third-party administrator will take over 2,300 plans from its long-time partner, Mutual of Omaha.
HSAs as investments on the rise, but use still low
Few people are taking full advantage of the 'triple tax benefits' of health savings accounts, according to EBRI research.
It’s official: Health care costs trump retirees’ other concerns
Poll of US seniors reveals that worries over health care expenses impact other areas, but only one-third have saved for health costs.
AllianceBernstein 401(k) lawsuit booted
A court dismissed the case, pointing to the facts that the company waived fees for its participants and didn't really benefit from the assets.
The gender gap extends to retirement plan savers, Nationwide says
Women have more concerns about retirement and are less likely to have reached key financial milestones, survey shows.
Empower teases 401(k) platform for small businesses
The retirement services giant says its forthcoming platform will help advisors and third-party administrators address the access gap for more US workers.
Americans dipping into retirement savings as inflation lingers
More than half have taken on debt in response to higher costs, according to an Allianz Life survey.
2023 was boom year for health savings accounts
Devenir reports that HSAs saw robust growth in invested assets last year, along with increases in contributions and withdrawals.
Retirees in target-date funds still recovering from 2022
Morningstar's Target-Date Strategy Landscape report also shows that costs are going down and that CITs are about to surpass mutual funds.
BlackRock’s Fink urges fix for looming ‘retirement crisis’
The CEO says politicians and corporate leaders need to rethink the retirement system, and questions whether 65 is still the correct retirement age.
BofA rolls out retirement income portfolios
The products, available to Merrill's clients, are designed to provide retirees with reliable income over 25 years.
Florida-or-bust retirement prevails
Advisors help clients make sure they don’t experience both, as interest rates dip slightly and more homes go on the market.
The bull run and your client’s retirement plan
As stocks head higher, clients are seeing visions of early retirement. What should advisors be telling them?
Ensuring alimony payments continue despite premature death
One of the most effective ways to secure alimony against the risk of premature death is through life insurance.
Gen Z will need help – are you ready?
The mood and savings habits of Gen Z suggest a huge opportunity on the horizon.
