Retirement Planning

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Vestwell unveils new emergency savings account offering
RETIREMENT RETIREMENT PLANNING FEB 14, 2025
Vestwell unveils new emergency savings account offering

The fintech firm is cementing its status in the workplace savings space with its latest ESA offering, which employers can integrate into their existing benefits package.

Limra research finds financial confidence on the rise among Black American workers
RETIREMENT RETIREMENT PLANNING FEB 14, 2025
Limra research finds financial confidence on the rise among Black American workers

Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' role in ensuring retirement readiness.

Student debt has a chilling effect on employees' retirement planning
RETIREMENT RETIREMENT PLANNING FEB 13, 2025
Student debt has a chilling effect on employees' retirement planning

A new study highlights how debt-saddled public and private workers are forced to focus on shorter-term investments and immediate financial concerns.

Nationwide survey exposes regional fault lines in retirement confidence
RETIREMENT RETIREMENT PLANNING FEB 10, 2025
Nationwide survey exposes regional fault lines in retirement confidence

Research reveals a third of investors uncertain they can retire where they live, with deeper doubts among those in high-tax and high-cost areas.

Duke’s Cam Harvey pegs cost of portfolio rebalancing at $16B
RETIREMENT RETIREMENT PLANNING FEB 05, 2025
Duke’s Cam Harvey pegs cost of portfolio rebalancing at $16B

Research finds mechanical shifts in exposures have given an edge to hedge funds and other speculators, leading to steep costs for pension funds.

Empower extends health services for retirement plan clients
RETIREMENT RETIREMENT PLANNING FEB 05, 2025
Empower extends health services for retirement plan clients

With a new suite of health and benefit services, the company has moved well beyond its beginnings as a retirement plan record keeper.

Future Capital plugs 'critical gap' with advisor management of held-away retirement assets
RETIREMENT RETIREMENT PLANNING FEB 05, 2025
Future Capital plugs 'critical gap' with advisor management of held-away retirement assets

Collaboration boosts capabilities for client account management.

US pension system is among the best in the world, but there are nine better
RETIREMENT RETIREMENT PLANNING FEB 03, 2025
US pension system is among the best in the world, but there are nine better

New analysis of 71 pension systems finds US approach needs some reform.

Leave 401(k)s alone, ICI report urges policymakers
RETIREMENT RETIREMENT PLANNING JAN 31, 2025
Leave 401(k)s alone, ICI report urges policymakers

Investment Company Institute issues call to protect DC plans' tax perks and other benefits for American retirement savers.

Prudential CFO sees retirees' billions powering new growth phase
RETIREMENT RETIREMENT PLANNING JAN 30, 2025
Prudential CFO sees retirees' billions powering new growth phase

The finance leader spies a booming opportunity from annuity demand and pension risk transfers as the insurance giant ushers in its next chief executive.

Orion, Pontera strike new integration partnership
RETIREMENT RETIREMENT PLANNING JAN 30, 2025
Orion, Pontera strike new integration partnership

The collaboration, billed as an industry first, will streamlines advisors' ability to manage 401(k)s, 403(b)s, and other held-away retirement accounts.

Southwest Airlines hit with ERISA class action over alleged 401(k) fund mismanagement
RETIREMENT RETIREMENT PLANNING JAN 29, 2025
Southwest Airlines hit with ERISA class action over alleged 401(k) fund mismanagement

The lawsuit filed in Texas says the carrier's failure to remove an underperforming fund option, which holds over $2 billion in assets, has cost plan members millions.

Annuity sales surged to a $432.4B high in 2024
RETIREMENT RETIREMENT PLANNING JAN 28, 2025
Annuity sales surged to a $432.4B high in 2024

Limra figures reveal third straight year of record sales, with demand for fixed-rate deferred annuities declining and robust momentum in RILAs.

KKR hires exec to focus on 401(k) market
RETIREMENT RETIREMENT PLANNING JAN 28, 2025
KKR hires exec to focus on 401(k) market

The firm in December brought on its first head of defined contribution, signifying a focus to get into 401(k)s and other plans meaningfully.

Six in 10 people think they need to save 30 annual salaries for retirement
RETIREMENT RETIREMENT PLANNING JAN 27, 2025
Six in 10 people think they need to save 30 annual salaries for retirement

Is it any wonder so many Americans feel unprepared to retire?

Capital Group expands retirement planning services for financial advisors
RETIREMENT RETIREMENT PLANNING JAN 24, 2025
Capital Group expands retirement planning services for financial advisors

The firm is adding another solution that can be offered to small businesses.

Retirement conundrum: crippling health care costs or start dumping assets?
RETIREMENT RETIREMENT PLANNING JAN 23, 2025
Retirement conundrum: crippling health care costs or start dumping assets?

Investors fearing unaffordable healthcare may spend-down assets, study reveals.

SCOTUS hears Cornell case with potential consequences for retirement plan litigation
RETIREMENT RETIREMENT PLANNING JAN 23, 2025
SCOTUS hears Cornell case with potential consequences for retirement plan litigation

"Whatever we decide, someone's going to be potentially unfairly treated," Justice Sonia Sotomayor said during oral arguments Wednesday.

T. Rowe Price: Income solutions, emergency savings in retirement spotlight in 2025
RETIREMENT RETIREMENT PLANNING JAN 22, 2025
T. Rowe Price: Income solutions, emergency savings in retirement spotlight in 2025

An aging workforce and stubborn inflation will have plan sponsors focusing on income and emergencies in the coming year.

Vanguard to pay more than $100M over target-date fund violations
RETIREMENT RETIREMENT PLANNING JAN 17, 2025
Vanguard to pay more than $100M over target-date fund violations

The mutual fund titan harmed investors by failing to disclose risks relating to capital gains distributions in its retail target-date retirement funds, according to the SEC.