Retirement Planning

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Most workers are unknowingly skimping on their 401(k)s
RETIREMENT RETIREMENT PLANNING JUN 06, 2024
Most workers are unknowingly skimping on their 401(k)s

A new poll sheds light on employee confusion around workplace retirement plans, and how good plan design could help solve the problem.

401(k) managed accounts have come into their own
RETIREMENT RETIREMENT PLANNING JUN 06, 2024
401(k) managed accounts have come into their own

20 years of data show personalization benefits of managed account adoption, and opportunities for advisors to make an impact.

Vestwell bolsters 401(k) leadership with JPMorgan deal
RETIREMENT RETIREMENT PLANNING JUN 05, 2024
Vestwell bolsters 401(k) leadership with JPMorgan deal

The distribution partnership will see the fintech carry a key product, allowing more advisors to oversee workplace retirement plans.

401(k) lawsuits over 'forfeited' money get a lifeline
RETIREMENT RETIREMENT PLANNING JUN 03, 2024
401(k) lawsuits over 'forfeited' money get a lifeline

There is one way to help avoid such litigation in the future, one lawyer says: Get rid of vesting schedules.

For many wanting to quit work around 60, phased retirement can be the answer
RETIREMENT RETIREMENT PLANNING JUN 03, 2024
For many wanting to quit work around 60, phased retirement can be the answer

The increasingly popular strategy lets people transition socially and financially, advisors say.

Where the DOL's fiduciary rule intersects with HSAs
RETIREMENT RETIREMENT PLANNING MAY 30, 2024
Where the DOL's fiduciary rule intersects with HSAs

For those who want to avoid becoming fiduciaries, be wary of the line between education and advice, lawyers warn.

Could fiduciary advice cut 401(k) plan costs for small businesses?
RETIREMENT RETIREMENT PLANNING MAY 28, 2024
Could fiduciary advice cut 401(k) plan costs for small businesses?

A new study suggests small businesses that use fiduciary-grade advisors pay lower-than-average fees overall, with more reductions for larger plans.

Senators push legislation to help micro-businesses offer retirement benefits
RETIREMENT RETIREMENT PLANNING MAY 28, 2024
Senators push legislation to help micro-businesses offer retirement benefits

A new bipartisan bill proposes to expand tax credits for small businesses to start offering workplace pension plans.

Most people would rather pay more tax now than lose Medicare
RETIREMENT RETIREMENT PLANNING MAY 28, 2024
Most people would rather pay more tax now than lose Medicare

Retirement health care coverage is already on the minds of millennials.

The DOL’s fiduciary rule faces another legal challenge
RETIREMENT RETIREMENT PLANNING MAY 24, 2024
The DOL’s fiduciary rule faces another legal challenge

A coalition of trade associations including the Insured Retirement Institute, ACLI, and NAIFA has filed a civil suit against the contentious Retirement Security rule.

Retirement savings account balances hit two-year high: Fidelity
RETIREMENT RETIREMENT PLANNING MAY 23, 2024
Retirement savings account balances hit two-year high: Fidelity

Data from more than 45 million 401(k), 403(b) and IRA accounts show steady contributions even as "vibecession" weighs on savers.

Amid mixed economic outlook, RIAs eye guaranteed investment solutions
RETIREMENT RIAS MAY 22, 2024
Amid mixed economic outlook, RIAs eye guaranteed investment solutions

Research lifts lid on RIAs' use of annuities, growth strategies, and opportunity to take wallet share from banks.

New survey highlights caregivers’ retirement conundrum
RETIREMENT RETIREMENT PLANNING MAY 22, 2024
New survey highlights caregivers’ retirement conundrum

With two-fifths of US adults worried long-term care costs would keep them from retiring, many are placing their hopes on AI.

US individual annuities see record-breaking first quarter, says Limra
RETIREMENT RETIREMENT PLANNING MAY 22, 2024
US individual annuities see record-breaking first quarter, says Limra

Latest survey reveals all-time high of $106.7B in Q1 sales, with winning streaks in fixed-rate deferred annuities, FIAs, and RILAs.

American workers are feeling more confident about their financial wellbeing: BofA
RETIREMENT RETIREMENT PLANNING MAY 22, 2024
American workers are feeling more confident about their financial wellbeing: BofA

Concern about current conditions weakening retirement savings has eased.

More than half of peak 65 Americans “almost certain” to outlive their savings
RETIREMENT RETIREMENT PLANNING MAY 21, 2024
More than half of peak 65 Americans “almost certain” to outlive their savings

Research from the Alliance for Lifetime Income reveals widespread concerns on Social Security, and growing risks for the “sandwich” generation.

Louisiana moves to adopt annuity best-interest standard
RETIREMENT RETIREMENT PLANNING MAY 20, 2024
Louisiana moves to adopt annuity best-interest standard

Associations for life insurers and financial advisors laud the move, renews call for “sensible protections” around guaranteed lifetime income products.

Should partially retired households brace for an awkward spending phase?
RETIREMENT RETIREMENT PLANNING MAY 17, 2024
Should partially retired households brace for an awkward spending phase?

JPMorgan data reveal their retirement savings could be jeopardized by early-phase surges and volatility in spending.

Goldman scores landmark $43B pension mandate
RETIREMENT RETIREMENT PLANNING MAY 16, 2024
Goldman scores landmark $43B pension mandate

The OCIO deal, hailed as one of the largest of its kind, pushes the financial behemoth closer to surpassing the likes of BlackRock and Mercer.

Do DC managed account programs have a PR problem?
RETIREMENT RETIREMENT PLANNING MAY 16, 2024
Do DC managed account programs have a PR problem?

Despite their benefits for 401(k) participants, especially financial advice, Cerulli research finds a lack of awareness is holding back broader adoption.