The automatic IRA program is seeking to fill a spot on its investment menu that is likely being vacated by the BNY Mellon Sustainable Balanced Fund.
In addition to a recent deal with Carson Group in October, other partnerships with Orion Advisor Solutions and Advyzon have proved successful for the company, which claims to have grown 300% in the past three years.
Married spouses are covered, but domestic partners may be out of luck.
Of the 15 largest funds held in 401(k) plans, just one has a positive return for the year as of Thursday, according to data from Brightscope.
Young investors raised the total number of individual retirement accounts to a record 12.3 million, the firm said, while a record 38% of people boosted their 401(k) contribution last year.
The length of the marriage, whether the individual claiming benefits has remarried, and the age at which they're claiming all affect benefit amounts.
Morningstar Retirement Manager will use Hueler's platform to help individuals include guaranteed income products in their retirement plans.
DFA and Midland National are working with RetireOne on its contingent deferred annuity, which launched last October.
Sarasota-based Generations Wealth Planning is led by a father-and-son team, Rob and Kevin Lyons.
Small plans still bear higher fees than large plans, according to a book that compiles data on retirement plans.
Major insurers including Allianz Life, Franklin Templeton and Pacific Life are joining a venture firm in backing San Francisco-based Micruity.
Through the first three quarters of 2021, only 1.2% stopped contributing to DC plans, ICI data finds.
Just half of those eligible take advantage of voluntary benefits, survey finds.
Fidelity has around $7.4 billion in DC plan assets in ESG options and last year added seven funds to its sustainable lineup.
The growth in the use of collective investment trusts, which trend to charge lower fees, reflects the pressure to cut costs.
The shale oil and gas companies 'failed to demonstrate they are prepared for the transition to a low-carbon economy.'
A study by the Center for Retirement Research finds that a third of 401(k) participants would choose to delay collecting benefits if they could use 401(k) assets as a temporary substitute.
Its purchase of Cook Street Consulting, a Denver-area institutional retirement planning firm with $72 billion in assets, follows its acquisition last year of $43 billion Hyas Group.
Amid last month’s volatile markets, 401(k) investors headed toward fixed income and away from equities.
Emergency savings tools are becoming more common in retirement plans, but many RPAs still have misconceptions about them.
