Retirement Planning

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Time for investors to get 'real' about retirement
RETIREMENT PLANNING JUL 29, 2022
Time for investors to get 'real' about retirement

Real assets such as real estate, natural resources and infrastructure provide additional diversification benefits, with some returns outpacing traditional asset classes in an inflationary environment.

By Gregg Greenberg
Pentegra Services acquires plan administration firm
RETIREMENT PLANNING JUL 29, 2022
Pentegra Services acquires plan administration firm

New Pinnacle Consulting Group, of Cornelius, North Carolina, specializes in 403(b) plans and currently manages over 600 retirement plans.

By InvestmentNews
Integrity Marketing to acquire Annexus
RETIREMENT PLANNING JUL 28, 2022
Integrity Marketing to acquire Annexus

Ron Shurts, co-founder and CEO of Annexus, which develops annuities and other insurance products, will become a managing partner of Integrity.

By InvestmentNews
Caregivers not taking care of their own finances: Fidelity
RETIREMENT PLANNING JUL 28, 2022
Caregivers not taking care of their own finances: Fidelity

A new study shows 7 out of 10 caregivers are so focused on their caregiving duties that they put off addressing their own needs.

By Gregg Greenberg
Long-term care premium hike: Round three
RETIREMENT PLANNING JUL 27, 2022
Long-term care premium hike: Round three

As insurers push prices on LTC policies higher, individuals must weigh their policy options to maintain protection at an affordable price.

By Mary Beth Franklin
Empower to administer North Carolina DC plans through 2028
RETIREMENT PLANNING JUL 27, 2022
Empower to administer North Carolina DC plans through 2028

The five-year contract covers the state’s 401(k) and 457 supplemental plans for state employees.

By InvestmentNews
Only 35% of Americans seek financial adviser’s help
RETIREMENT PLANNING JUL 27, 2022
Only 35% of Americans seek financial adviser’s help

Nearly two-thirds admit needing more planning assistance, Northwestern Mutual survey finds.

By InvestmentNews
Will a target-date fund crash bury the boomers?
RETIREMENT PLANNING JUL 27, 2022
Will a target-date fund crash bury the boomers?

A TDF specialist likens the current market environment to that in 2008, when TDFs fell more than 30%.

By Gregg Greenberg
Inflation already slicing into retirement saving, says Schwab 401(k) survey
RETIREMENT PLANNING JUL 26, 2022
Inflation already slicing into retirement saving, says Schwab 401(k) survey

The nationwide study shows 79% of workers are changing their saving and spending habits because of inflation.

By Gregg Greenberg
Worried about the growth of inflation? It may be time to buy the farm!
RETIREMENT PLANNING JUL 25, 2022
Worried about the growth of inflation? It may be time to buy the farm!

Investing in farmland has long been overlooked, primarily because most investors have little to no clue about how to access it.

By Gregg Greenberg
BPAS updates financial planning tool for participants
RETIREMENT PLANNING JUL 25, 2022
BPAS updates financial planning tool for participants

Roadways Mile Marker 2.0 adds real-time updates and projections to present a bigger picture of each participant's overall financial health.

By InvestmentNews
Pushing to bolster retirement readiness with SECURE 2.0
OPINION JUL 25, 2022
Pushing to bolster retirement readiness with SECURE 2.0

The legislation is a necessary step to ensure that more and more Americans can live comfortably once they stop working.

By Dale Brown
Can your DC plan take a punch?
RETIREMENT PLANNING JUL 25, 2022
Can your DC plan take a punch?

Record inflation and 401(k) statement shock could send some retirement plans down for the count.

By Gregg Greenberg
Is the shortfall in retirement savings in America being greatly exaggerated?
RETIREMENT PLANNING JUL 22, 2022
Is the shortfall in retirement savings in America being greatly exaggerated?

InvestmentNews talks with David Musto, CEO of Ascensus, about whether Americans are being overly negative in their assessment of their retirement savings.

By Gregg Greenberg
Why ESG funds are used haphazardly in 401(k)s
RETIREMENT PLANNING JUL 22, 2022
Why ESG funds are used haphazardly in 401(k)s

Savers often randomly choose investments, but the future for ESG in retirement plans might still be strong.

By Emile Hallez
Inflation, Covid stoking retirement savings fears, says Nationwide survey
RETIREMENT PLANNING JUL 21, 2022
Inflation, Covid stoking retirement savings fears, says Nationwide survey

Two-thirds of Americans worry more now than they did last year about their retirement income, and 70% are concerned that Social Security will run out of funding.

By Gregg Greenberg
All rise! 401(k) legal battles set to surge in second half of year
RETIREMENT PLANNING JUL 20, 2022
All rise! 401(k) legal battles set to surge in second half of year

A couple of major court rulings may lead to more litigation related to defined-contribution retirement plans.

By Gregg Greenberg
Confidence in retirement security dropping, inflation not helping: BlackRock study
RETIREMENT PLANNING JUL 20, 2022
Confidence in retirement security dropping, inflation not helping: BlackRock study

The investment giant's latest survey showed more women have concerns than any other group.

By Gregg Greenberg
Edelman Financial Engines launches workplace financial wellness platform
RETIREMENT PLANNING JUL 20, 2022
Edelman Financial Engines launches workplace financial wellness platform

Digital content, webinars, educational tools and access to an adviser are part of the offering.

By InvestmentNews
Two essential retirement guides for women
RETIREMENT PLANNING JUL 19, 2022
Two essential retirement guides for women

Financial planning pioneers share their experiences and wisdom on the challenges of retirement.

By Mary Beth Franklin