The Massachusetts Democrat is demanding answers from the White House as the trust fund insolvency date accelerates and benefit cuts loom for retirees.
Survey of near-retirees and retirees finds widespread anxiety about drawing down savings, with a clear confidence boost for those who plan ahead.
New BEAT Study data reveals half of workers made financial tradeoffs after medical premium hikes, with Gen Z hardest hit
Trustees maintain 2034 insolvency projection, but new research shows benefit cuts could cost many retirees more than $137,000 out of pocket.
A new analysis finds Social Security insolvency would trigger automatic benefit cuts nationwide with ripple effects for retirees, local economies and advisers.
Platform move gives retirement savers access to professionally managed products in one place.
While most women investors trust their advisors, new research points to “mansplaining” and other barriers that could undermine client relationships.
Nearly three quarters of US households hold tax-advantaged retirement accounts as IRA assets reach $18 trillion.
As Americans transition from saving for retirement to spending in retirement, new research suggests sustainable income matters more than account balances.
As retirement costs climb, millions of millennials and Generation X adults continue relying on parental support, highlighting obstacles to retirement readiness.
“We fear that it will be ‘open season’ from the plaintiffs’ bar on plan fiduciaries who are early adopters of alternative investments,” said Tim Collins, a partner at Duane Morris.
IRI, SIFMA, and MFA are requesting targeted clarifications on how annuities and alternative assets fit under the Labor Department's proposed fiduciary safe harbor.
The firm's new retirement plan offering gives financial advisors direct access to workplace plan assets via self-directed brokerage accounts.
New ICI research shows savers approaching retirement are most likely to ditch the glide path for a more personalized approach.
Research reveals the gap between the financially secure and insecure has widened since 2022.
Data covering 54 million retirement accounts show workers saving through market turbulence, with stock plans coming into their own as an investing tool.
ACLI research reveals middle-class financial resilience rebounding, even as inflation anxiety and a deep savings confidence gap cloud the outlook.
People are living longer, but new research warns that many may outlive their savings.
From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.
But the Amazon executive chair seems to want it both ways, arguing that taxing the ultra-wealthy won't help struggling Americans.
