Retirement

Displaying 11669 results
Tifin Give expands philanthropic planning support with single-charity fund option
FINTECH FEB 19, 2025
Tifin Give expands philanthropic planning support with single-charity fund option

The platform's new feature addresses a gap in traditional DAF giving, bolstering advisors' ability to do tax-efficient philanthropic planning.

By Leo Almazora
Do we need a new word for retirement as fewer people give up work?
RETIREMENT PLANNING FEB 18, 2025
Do we need a new word for retirement as fewer people give up work?

Another study highlights the oversized share of older Americans still working.

By Steve Randall
Vestwell unveils new emergency savings account offering
RETIREMENT PLANNING FEB 14, 2025
Vestwell unveils new emergency savings account offering

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.

By Leo Almazora
Limra research finds financial confidence on the rise among Black American workers
RETIREMENT PLANNING FEB 14, 2025
Limra research finds financial confidence on the rise among Black American workers

Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' role in ensuring retirement readiness.

By Leo Almazora
DOGE's cost-cutting team has come knocking at the IRS
TAX FEB 14, 2025
DOGE's cost-cutting team has come knocking at the IRS

A member of Elon Musk's extra-governmental efficiency cadre has reportedly made enquiries, raising concerns among staff at the federal tax agency.

By Leo Almazora
Student debt has a chilling effect on employees' retirement planning
RETIREMENT PLANNING FEB 13, 2025
Student debt has a chilling effect on employees' retirement planning

A new study highlights how debt-saddled public and private workers are forced to focus on shorter-term investments and immediate financial concerns.

By Leo Almazora
For two-fifths of modern couples, commitment is spelled with joint insurance
LIFE INSURANCE AND ANNUITIES FEB 12, 2025
For two-fifths of modern couples, commitment is spelled with joint insurance

Survey of renting couples finds joint policies on par with traditional milestones, including moving in together and their first "I love you," as a means to cement relationships.

By Leo Almazora
House GOP takes first step toward tax cuts, debt limit increase
TAX FEB 12, 2025
House GOP takes first step toward tax cuts, debt limit increase

The proposed budget, which Democratic critics pan as a "Republican betrayal of the middle class," would open up a $4.5 trillion runway over 10 years for more tax cuts.

By Bloomberg
Nationwide survey exposes regional fault lines in retirement confidence
RETIREMENT PLANNING FEB 10, 2025
Nationwide survey exposes regional fault lines in retirement confidence

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.

By Leo Almazora
Duke’s Cam Harvey pegs cost of portfolio rebalancing at $16B
RETIREMENT PLANNING FEB 05, 2025
Duke’s Cam Harvey pegs cost of portfolio rebalancing at $16B

Research finds mechanical shifts in exposures have given an edge to hedge funds and other speculators, leading to steep costs for pension funds.

By Bloomberg
Empower extends health services for retirement plan clients
RETIREMENT PLANNING FEB 05, 2025
Empower extends health services for retirement plan clients

With a new suite of health and benefit services, the company has moved well beyond its beginnings as a retirement plan record keeper.

By Emile Hallez
Future Capital plugs 'critical gap' with advisor management of held-away retirement assets
RETIREMENT PLANNING FEB 05, 2025
Future Capital plugs 'critical gap' with advisor management of held-away retirement assets

Collaboration boosts capabilities for client account management.

By Steve Randall
Insurers scream for securitized debt amid surging annuity demand
LIFE INSURANCE AND ANNUITIES FEB 04, 2025
Insurers scream for securitized debt amid surging annuity demand

Morgan Stanley strategists see robust demand for asset-backed bonds even as interest rates are set to come down.

By Bloomberg
US pension system is among the best in the world, but there are nine better
RETIREMENT PLANNING FEB 03, 2025
US pension system is among the best in the world, but there are nine better

New analysis of 71 pension systems finds US approach needs some reform.

By Steve Randall
Leave 401(k)s alone, ICI report urges policymakers
RETIREMENT PLANNING JAN 31, 2025
Leave 401(k)s alone, ICI report urges policymakers

Investment Company Institute issues call to protect DC plans' tax perks and other benefits for American retirement savers.

By Leo Almazora
Prudential CFO sees retirees' billions powering new growth phase
RETIREMENT PLANNING JAN 30, 2025
Prudential CFO sees retirees' billions powering new growth phase

The finance leader spies a booming opportunity from annuity demand and pension risk transfers as the insurance giant ushers in its next chief executive.

By Bloomberg
Orion, Pontera strike new integration partnership
RETIREMENT PLANNING JAN 30, 2025
Orion, Pontera strike new integration partnership

The collaboration, billed as an industry first, will streamlines advisors' ability to manage 401(k)s, 403(b)s, and other held-away retirement accounts.

By Leo Almazora
Southwest Airlines hit with ERISA class action over alleged 401(k) fund mismanagement
RETIREMENT PLANNING JAN 29, 2025
Southwest Airlines hit with ERISA class action over alleged 401(k) fund mismanagement

The lawsuit filed in Texas says the carrier's failure to remove an underperforming fund option, which holds over $2 billion in assets, has cost plan members millions.

By Leo Almazora
Annuity sales surged to a $432.4B high in 2024
RETIREMENT PLANNING JAN 28, 2025
Annuity sales surged to a $432.4B high in 2024

Limra figures reveal third straight year of record sales, with demand for fixed-rate deferred annuities declining and robust momentum in RILAs.

By Leo Almazora
KKR hires exec to focus on 401(k) market
RETIREMENT PLANNING JAN 28, 2025
KKR hires exec to focus on 401(k) market

The firm in December brought on its first head of defined contribution, signifying a focus to get into 401(k)s and other plans meaningfully.

By Emile Hallez