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401(k) settlements went way up in 2023
There were far fewer cases filed, but employers and their insurers agreed to big payouts for previously filed litigation.
Most Democrats support DOL advice proposal in House hearing
'We ought to require the best interests of the investor to be protected and we’ve got some loopholes to fill,' says top Democrat on the panel.
Understanding the behavioral benefits of annuities
Financial professionals tend to emphasize the strong quantitative benefits annuities provide, yet it’s the emotional and behavioral benefits that often make them the ideal choice for consumers.
Real estate takes top spot in estate planning survey
Advisor explains how to guard against pitfalls and family tensions when clients pass on their family home.
3M to freeze its pension plan
The move follows a significant rise in the funded status of corporate defined-benefit plans.
Hub International adds new acquisition to its South Florida practice
Latest deal will help expand the firm's reach and capabilities in the region.
Congratulations, mountain mamas! West Virginia tops retirement survey
12.5% of West Virginians say they are 'very satisfied' with their current nest eggs.
Wrong birthday info led to $130K in RMD penalties, plaintiffs say
A Wells Fargo client who was born in 1939 had his birthdate incorrectly recorded as 2001, according to a lawsuit.
Can AI explain annuities better than a human advisor?
This AI product doesn't want to take your job, and it might make it easier.
Tifin, Franklin Templeton partner on financial wellness solution
Tifin @Work is an advice platform powered by AI that plan sponsors can provide to their employees.
Industry, investor advocates square off in comment letters about DOL advice rule
Battle lines drawn again as trade associations call on DOL to withdraw proposal, while proponents say measure fills a regulatory gap.
Catholic 401(k) MEP will screen funds for morality
A forthcoming multiple-employer plan aims to help nonprofit and for-profit Catholic affiliates avoid exposure to investments that Catholics might find objectionable.
Record number of pension-risk transfer contracts sold in Q3: Limra
The number of contracts sold in the third quarter marks a 39% increase from the prior year.
What’s behind Vestwell’s $125M Series D funding?
CEO Aaron Schumm talks about the long game in the state-plan market and mentions that Vestwell is exploring lifetime income.
Aon buys wealth manager for $13.4B
The deal for NFP will bring together a shared commitment to client excellence, the companies say.
Advising armed forces members past and present
Andrew King, co-head of Tax Policy & Research for Goldman Sachs Ayco, explains how to help U.S. service members and veterans avoid a battle with federal bureaucracy to get financial benefits.
US pension plans pour billions into private credit
Calpers among plans with around $100B invested in the growing sector.
Americans pledge to make positive changes to finances in 2024, says Allianz
With inflation stressing people out, they are prepared for action in the new year.
Gen Xers will not retire comfortably, Schroders finds
Advisors say the age at which people retire and the definition of retirement are changing.
Want to roll a Roth IRA over to a Roth 401(k)? You can’t, yet
Congress is trying to address the incompatibility of the accounts as state auto-IRA programs proliferate.
