Retirement Planning

Displaying 7962 results
Texas court rules against American Airlines in ESG 401(k) plan case
RETIREMENT PLANNING JAN 10, 2025
Texas court rules against American Airlines in ESG 401(k) plan case

The presiding judge found the airline breached its fiduciary duty under federal law by prioritizing non-financial considerations in its employee retirement plan.

By Leo Almazora
What's next for the annuities space in 2025?
RETIREMENT PLANNING JAN 09, 2025
What's next for the annuities space in 2025?

Cross-currents from inflation, the stock market, and demand for protected growth are converging into a mixed picture, says Limra.

By Leo Almazora
Pontera lands another 401(k) partnership with Hightower Advisors
RETIREMENT PLANNING JAN 07, 2025
Pontera lands another 401(k) partnership with Hightower Advisors

The fintech provider's new collaboration will help the $166 billion RIA's advisors holistically manage more of their clients' wealth.

By Leo Almazora
Citi, JPMorgan make key leadership hires
RETIREMENT PLANNING JAN 06, 2025
Citi, JPMorgan make key leadership hires

Citi Wealth unveils new role for fiduciary investment just as JPMorgan's asset management arm welcomes experts to boost retirement business.

By Leo Almazora
PE industry hopeful about 401(k)s in second Trump administration
RETIREMENT PLANNING JAN 06, 2025
PE industry hopeful about 401(k)s in second Trump administration

Private equity is illiquid, hard to value, and expensive. Yet it could be useful within target-date funds, and the industry may be lobbying the Trump administration to get into the 401(k) market meaningfully.

By Emile Hallez
How advisors are finding fixes for retirees squeezed by inflation
RETIREMENT PLANNING JAN 06, 2025
How advisors are finding fixes for retirees squeezed by inflation

Financial advisors are still battling inflation in client accounts despite the Fed's best efforts.

By Gregg Greenberg
Biden signs Social Security Fairness Act
RETIREMENT PLANNING JAN 06, 2025
Biden signs Social Security Fairness Act

The outgoing president has signed into law the bill aimed at eliminating reductions to Social Security benefits for millions of public-sector workers and beneficiaries.

By Leo Almazora
Social Security Fairness Act awaits Biden's approval
RETIREMENT PLANNING DEC 24, 2024
Social Security Fairness Act awaits Biden's approval

Two long-standing rules "detested" by millions of public-sector workers for the reductions they make to Social Security benefits may soon go away at a cost of $190 billion.

By Emile Hallez
Concurrent taps OneDigital's David Montgomery to lead retirement business
RIA NEWS DEC 19, 2024
Concurrent taps OneDigital's David Montgomery to lead retirement business

The hybrid RIA is going all in on the retirement plan advisory space with its latest veteran hire.

By Leo Almazora
Tifin, Future Capital strike retirement plan advisory partnerships
RETIREMENT PLANNING DEC 18, 2024
Tifin, Future Capital strike retirement plan advisory partnerships

The fintech firms' latest RIA collaborations promise to help firms and financial professionals unlock deeper client relationships with holistic plan advice

By Leo Almazora
New bipartisan bill seeks to simplify retirement savings for seniors
RETIREMENT PLANNING DEC 18, 2024
New bipartisan bill seeks to simplify retirement savings for seniors

The newly introduced act in the House of Representatives takes aim at one confusing process for 401(k) plan participants weighing their distribution options.

By Leo Almazora
With TikTok on the brink, it's time to talk about digital estate planning
RETIREMENT PLANNING DEC 16, 2024
With TikTok on the brink, it's time to talk about digital estate planning

Americans estimate the value of their digital assets in the hundreds of the thousands of dollars. Advisors don't all bring it up, but digital estate planning is timely, especially with bitcoin exploding and a major social media site approaching a ban.

By Emile Hallez
Social Security Fairness Act faces resistance ahead of landmark vote
RETIREMENT PLANNING DEC 16, 2024
Social Security Fairness Act faces resistance ahead of landmark vote

Advocacy group argues the measure, set for approval by the Senate, disproportionately favors certain public workers while risking the stability of the program.

By Leo Almazora
Time to deep-six the 4 percent rule for retirement withdrawals?
RETIREMENT PLANNING DEC 13, 2024
Time to deep-six the 4 percent rule for retirement withdrawals?

Higher stock valuations and lower yields from fixed income support the case for a more conservative approach, finds Morningstar Retirement analysis.

By Leo Almazora
UnitedHealth agrees to pay $69M in 401(k) ERISA class action
RETIREMENT PLANNING DEC 13, 2024
UnitedHealth agrees to pay $69M in 401(k) ERISA class action

The settlement, stemming from accusations of underperforming Wells Fargo target-date fund investments affecting some 300,000 plan participants, is considered among the largest of its kind.

By Leo Almazora
The most surprising things about retirement for women? Costs and timing
RETIREMENT PLANNING DEC 13, 2024
The most surprising things about retirement for women? Costs and timing

Survey research unpacks the different financial concerns, realities, and regrets shared by women retirees and workers.

By Leo Almazora
What financial regrets and resolutions are Americans carrying into 2025?
RETIREMENT PLANNING DEC 12, 2024
What financial regrets and resolutions are Americans carrying into 2025?

Survey research reports from Nationwide and Fidelity show how past missteps and unplanned expenses are driving people's new year commitments.

By Leo Almazora
Annuities could be the next big thing in retirement plans, finds TIAA research
RETIREMENT PLANNING DEC 11, 2024
Annuities could be the next big thing in retirement plans, finds TIAA research

Inaugural survey report finds three-quarters of DC plan leaders expect demand for lifetime income to grow over five years – but 'annuity fluency' could pose challenges.

By Leo Almazora
Are young Americans falling short on their financial ABCs?
RETIREMENT PLANNING DEC 09, 2024
Are young Americans falling short on their financial ABCs?

Survey findings reveal low levels of financial literacy among high school, college students, and new workers, with just one-fourth reporting high concerns around their ability to retire in their 60s.

By Leo Almazora
Crypto still niche, but risky for 401(k) investors, says GAO
RETIREMENT PLANNING DEC 05, 2024
Crypto still niche, but risky for 401(k) investors, says GAO

Research unpacks how limitations in data, lack of standard guidelines, and evidence of volatility linked to Bitcoin create uncertainties for retirement savers.

By Leo Almazora