With big staff cuts coming to an agency already struggling to provide customer service, Social Security claimants should begin preparing, advisors said.
Survey offers a fresh glimpse into the vulnerabilities that scammers exploit, and how targeted strategies against financial illiteracy and isolation could help.
Total annuity sales reached $427 billion, with index and variable annuity product sales also accelerating for the year.
The veteran with almost 30 years of experience, mostly at JPMorgan Asset Management, will oversee a business managing nearly $320 billion in assets.
Report of a Thursday memo announcing 30,000 layoffs adds to uncertainty for retirees relying on benefits.
New data show a 27 percent jump in $1 million-and-up accounts last year, with the average millionaire making contributions for more than two decades.
The digital-first 401(k) provider says it is "raising the bar" with timely action on customer inquiries, contributions, and distributions.
Longevity is increasingly globally thanks to advances in medicine and technology. There are wild estimates about AI doubling average lifespans in short order, but there are factors that are also working against longevity.
One-third of poll respondents report no retirement savings and expect to need $2 million on average, highlighting bipartisan importance of financial security.
Data analysis reveals how long-term care and medical shocks impact Medicaid enrolment, household wealth, and out-of-pocket medical expenses among retirees.
Evidence showing millions of records of individuals aged 100 or older overstate the real risk of fraud, sources say.
Another study highlights the oversized share of older Americans still working.
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.
Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' role in ensuring retirement readiness.
A new study highlights how debt-saddled public and private workers are forced to focus on shorter-term investments and immediate financial concerns.
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.
With a new suite of health and benefit services, the company has moved well beyond its beginnings as a retirement plan record keeper.
Collaboration boosts capabilities for client account management.
New analysis of 71 pension systems finds US approach needs some reform.
Investment Company Institute issues call to protect DC plans' tax perks and other benefits for American retirement savers.
