RetireOne's contingent deferred annuity for the registered investment adviser market includes about 200 mutual funds, ETFs and model portfolios.
In other cases, claims have been dismissed against several plan sponsors, including Prudential and Eversource Energy.
About 70% of people surveyed said they would choose a job with that feature over a similar one without it, according to a survey by TIAA.
Sales hit $68.2 billion, up by 40% from the second quarter of 2020, according to the Secure Retirement Institute.
A new study from the Center for Retirement Research at Boston College found news reports could lead to misconceptions about Social Security trust funds, and could influence retirement savers to claim earlier than otherwise planned.
States such as California, Oregon and Illinois are requiring small businesses to either provide their own 401(k)s or sign up for the state program — and that is a massive opportunity for startup plans.
The measures would require everyone in the country to receive a portable account at the time they are given a Social Security number.
With the number of small accounts likely to rise as more states adopt auto-IRA programs, the U.S. could benefit from single-account systems, automatic portability and other reforms, Brookings found.
A free meal can help win new clients, but some advisers say the prospecting strategy is dated and projects a bad image.
Most employers have tuition-reimbursement budgets, though they hardly spend them. Those budgets instead could go to student loans.
