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Retirement

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Topic

Inflation has hit hard for nearly half of older adults

New research finds nine-tenths of adults aged 50 and older have felt its impact in the past year, with some cohorts reporting an outsized burden.

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The workplace: A goldmine for advisors seeking new assets

More than a third of financial assets are currently in workplace retirement accounts, creating a rich pool of opportunity for future-focused advisors.

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US retirement confidence rises, but some groups less upbeat

BlackRock survey exposes gender and generation gaps even as six-tenths of workplace savers feel financially on track.

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Americans with advisors feel more ready to retire, finds Northwestern Mutual

Survey research showcases the value of financial advice for high-net-worth individuals, Black Americans, and next-gen investors.

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Client understanding last piece of the puzzle 

‘I feel like the industry is way ahead of where Americans are in the discussion of retirement income,” says SageView advisor.

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Lawsuit vs. ESG investing in 401(k) plans marks courts’ first test after Chevron ruling

A New Orleans-based appeals court is set to decide on a DOL rule that could impact $12T and more than 150 million workers and retirees in retirement plans.

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Mortgage and credit card debt a reality for over a quarter of retired investors

More retirees are discarding traditional strategies as higher expenses and obligations put them on the financial back foot.

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Gen X could get trillions in inheritance over 10 years

Advisors have opportunities to help clients and their children handle wealth transfer.

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One-third of healthcare workers aren’t confident about retirement

Despite 91 percent being in a workplace savings plan, uncertainty over saving, debt, and other issues are making healthcare employees doubtful.

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Retirees spend twice as much when they have guaranteed income, research finds

Most people don't plan bequests and many unnecessarily cut back on discretionary spending in retirement, according to a paper from an industry group.

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New fiscal spending bill threatens DOL fiduciary rule

The proposed legislation governing funds for fiscal year 2025 would hamper the agency’s ability to administer, implement, or enforce the rule.

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Most workers have a workplace retirement savings plan, but is it enough?

TCRS report finds widespread risk of a less-than-secure retirement.

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SageView teams up with Transamerica on pooled retirement plan solutions

The independent RIA is helping more employers offer retirement benefits with cost-effective 401(k) and PEP plan options.

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Retirement worries span market performance and the election

Nearly 90 percent of people told Schroders they are worried about the presidential election, and savers are overweighted in cash, the company found.

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Cost of living remains a concern for workers, retirement confidence declining

Working Americans need more financial wellbeing support from employers.

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With 10 years to go, near-retirees have a shot to avert the midlife retirement crisis

Prudential Life says there’s hope for 55-year-olds even as trends of inflation, disappearing DB pensions and “silver squatters” wear on.

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Most boomers content in retirement, but Social Security dependence is still real

Survey of retired Baby Boomers unpacks ongoing retirement income reliance, significant financial stress, and intentions for inheritance.

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Wealth tech firm MyVest strikes retirement income partnership

The fintech integration aims to close the planning-execution gap with tax-optimized withdrawal recommendations, among other features.

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Future Capital helps advisors break the 401(k) planning barrier

The RIA’s new solution aims to help advisors make their planning more holistic by considering held-away 401(k) assets.

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For two-fifths of Gen X, retiring securely will take a “miracle”

Survey finds North American Gen Xers feel alone on their path to retirement readiness amid worries of public debt, healthcare costs, and inflation.