Retirement Planning

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Empower unveils comprehensive retirement income suite
RETIREMENT PLANNING MAR 22, 2024
Empower unveils comprehensive retirement income suite

The DC plan provider is rolling out an expansive shelf of retirement solutions through multiple partnerships.

By Leo Almazora
Social Security backs off tough stance on recouping overpayments
RETIREMENT PLANNING MAR 21, 2024
Social Security backs off tough stance on recouping overpayments

Commissioner Martin O'Malley, in his early days on the job, said that practices will change next week.

By Emile Hallez
Pensionmark announces strategic partnership to build new wealth management platform
RETIREMENT PLANNING MAR 21, 2024
Pensionmark announces strategic partnership to build new wealth management platform

The firm is working with Vestmark to help shape the industry's future.

By Steve Randall
Republicans propose raising retirement age
RETIREMENT PLANNING MAR 20, 2024
Republicans propose raising retirement age

The proposal sets the stage for an election-year fight with President Biden, who accused the GOP of going after entitlement programs during his State of the Union address.

By Bloomberg
'Unretirement' may be viable well into the future,  study says
RETIREMENT PLANNING MAR 20, 2024
'Unretirement' may be viable well into the future, study says

Older workers are at least as productive in younger ones in almost all industries. Financial services is an exception.

By Emile Hallez
BlackRock will lose management of $8.5B Texas fund assets
RETIREMENT PLANNING MAR 20, 2024
BlackRock will lose management of $8.5B Texas fund assets

The Texas State Board of Education delivered the blow Tuesday.

By Bloomberg
Why pre-retirees with a plan are better off in retirement
RETIREMENT PLANNING MAR 19, 2024
Why pre-retirees with a plan are better off in retirement

T. Rowe Price report reinforces benefits of formal financial planning on retirement wealth, confidence, and more for 401(k) participants.

By Leo Almazora
Race, gender gaps in 401(k) use go beyond income, report finds
RETIREMENT PLANNING MAR 19, 2024
Race, gender gaps in 401(k) use go beyond income, report finds

Limits on early withdrawals from 401(k)s could help reduce disparities, researchers found.

By Emile Hallez
Voyant sweetens its wealth tech suite with new tools
RETIREMENT PLANNING MAR 19, 2024
Voyant sweetens its wealth tech suite with new tools

The fintech provider has added features to support Social Security income planning, Roth conversions, and life insurance planning.

By Leo Almazora
CalPERS has $34B bet on private equity, shifts from equities
RETIREMENT PLANNING MAR 19, 2024
CalPERS has $34B bet on private equity, shifts from equities

Largest US pension fund believes riskier assets will outperform.

By Bloomberg
Retirement accounts surged on strong 2023 markets: Vanguard
RETIREMENT PLANNING MAR 15, 2024
Retirement accounts surged on strong 2023 markets: Vanguard

The study shows that 43 percent of participants raised their deferral rates last year, marking the highest level since Vanguard began tracking the metric.

By Leo Almazora
The reverse mortgage seeks a home with affluent investors
RETIREMENT PLANNING MAR 15, 2024
The reverse mortgage seeks a home with affluent investors

Reverse mortgage options are no longer a last resort – used strategically, they can be part of financial planning in retirement, proponents say.

By Emile Hallez
Schlichter's message to pension sponsors: Be very careful with PRTs
RETIREMENT PLANNING MAR 15, 2024
Schlichter's message to pension sponsors: Be very careful with PRTs

Many pension risk transfers in recent years have gone to Athene, and two recent suits over plans' choice of the insurer suggest more cases will follow.

By Emile Hallez
Nationwide and Morningstar forge retirement plan partnership
RETIREMENT PLANNING MAR 15, 2024
Nationwide and Morningstar forge retirement plan partnership

The strategic collaboration will allow more plan participants to benefit from an advisor managed accounts service.

By Leo Almazora
Companies transferred billions in pension assets to annuities. Here come the lawsuits
RETIREMENT PLANNING MAR 14, 2024
Companies transferred billions in pension assets to annuities. Here come the lawsuits

The law firm behind one of the cases is well-known for its 401(k) and 403(b) litigation: Schlichter Bogard.

By Emile Hallez
What’s the key to achieving retirement happiness?
RETIREMENT PLANNING MAR 14, 2024
What’s the key to achieving retirement happiness?

Research from MassMutual underscores gaps between retirees and pre-retirees, as well as evolving views on retirement satisfaction.

By Leo Almazora
For the first time, more than 70M workers have access to a 401(k)
RETIREMENT PLANNING MAR 14, 2024
For the first time, more than 70M workers have access to a 401(k)

Three-fifths of workers have access to a plan, with the average contribution topping $5,000 for the second straight year.

By Leo Almazora
Biden's budget targets backdoor Roths and $10M retirement accounts
RETIREMENT PLANNING MAR 13, 2024
Biden's budget targets backdoor Roths and $10M retirement accounts

The proposed budget seeks to increase taxes for corporations and the wealthy.

By Emile Hallez
Keeping retirement planning personal 
RETIREMENT PLANNING MAR 13, 2024
Keeping retirement planning personal 

Retirement planning is a core foundation for every client, says Trevor Wilde of Wilde Wealth Management.

By Emily Douglas
HSA balances continue to grow along with usage
RETIREMENT PLANNING MAR 13, 2024
HSA balances continue to grow along with usage

EBRI research reveals the benefits of matching contributions, the untapped power of investing balances, and the influence of age on usage.

By Leo Almazora