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Retirement

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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.

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Can CITs overthrow mutual funds to dominate DC plans?

While CITs have cost benefits for retirement plan sponsors, they fall short on transparency and investment hurdles, according to Cerulli research.

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Why entrepreneurs are different when it comes to financial planning

Entrepreneurs constantly need to choose between investing in their businesses and their personal accounts.

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Wells Fargo latest to be sued over forfeited 401(k) money

A proposed class action accuses the company of violating ERISA for its $45.8 billion 401(k) plan.

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Women are less hopeful they’ll be richer than their parents in retirement

New survey findings reveal gender-based and generational gaps in adults’ retirement wealth expectations.

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State Street adds a lifetime income twist to its target date funds

Addressing workers’ concerns for early retirement, the new offering updates an existing index-based solution with the option of going into an annuity.

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Are 401(k) plan sponsors missing the mark on workers’ financial wellness?

With less than 20 percent adoption for most financial wellness programs, Cerulli finds just one in four participants are confident about retirement.

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IRA expert Ed Slott sees retirement savings tax bomb ticking louder than ever

The retirement expert is back with a new book and a big warning about higher taxes.

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As clock ticks on succession boom, a third of business owners don’t have a plan

Edward Jones survey casts a spotlight on challenges, generation gaps, and catalytic factors in business succession planning.

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DC plan sponsors are turning their attention to retirement income

New PIMCO study underscores trends in non-guaranteed income solutions, QDIAs, and diverging approaches to address retirees' needs.

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Auto-IRAs get another push in Rhode Island

Senate Bill 2045 aims to require state private employers to provide a workplace retirement plan, with provisions for a state auto-IRA program.

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Cetera builds insurance planning muscle with Fidelity alum

The firm’s new head of advanced wealth solutions comes with deep expertise in retirement income, life insurance, and annuities.

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Employers keep offloading pensions to insurance companies

Sales through March in 2024 were the highest seen during the first quarter of a year, according to Limra.

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Financial Fitness Act gets a thumbs up from IRI

The Insured Retirement Institute is applauding a new bill that could help more Americans address the problem of student debt.

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Retirement guidance tops list of workers’ most-wanted financial perks

Morgan Stanley research reaffirms the benefits of retirement and financial guidance, with four-fifths of employees looking to accelerate their planning.

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Voya gives advisor managed accounts more room to maneuver

The retirement fintech unveils expanded lineup of non-core investment solutions amid growing interest in managed account solutions.

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Healthcare costs a “major burden” for millions of adults

National survey reveals concerns around healthcare and drug expenses, with over half of adults predicting hardship for the next generation.