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Nationwide’s Eric Henderson set to step down
The president of the financial giant’s annuity business is exiting at the end of 2024, capping off a transformative four-decade career.
Fidelity hits HSA record amid assets, adoption boom
The investing giant is now the second-largest provider of health savings accounts, with HAS assets quadrupling to $24B since 2020.
DOL’s new fiduciary rule is out
Opponents likely to be disappointed, DOL accused of 'conducting an ideological campaign to ban commissions'.
Industry holds breath on DOL’s final fiduciary rule
Following debate from advisors and retirement plan stakeholders, the Department of Labor is set to unveil its final decision on the rule.
Financial footprint of student loan debt
Surveys show student loans are a massive financial impediment for many. A recent Biden administration proposal to reduce or forgive some debt would help a small portion of borrowers.
Time for businesses to personalize benefit plans?
Franklin Templeton poll reveals workers’ focus on health and retirement benefits, including HSAs, 401(k) options, and target-date strategies.
Captrust M&A head Benton reveals departure plans
The four-decade veteran behind the firm's inorganic growth strategy is departing to start his own business.
Employers falling short of workers’ benefits expectations
Two national surveys examining employer-provided plans point to gaps in retirement confidence and health benefits.
What’s a 401(k)? Two-fifths of Americans admit they don’t know
National poll reveals worrying knowledge gaps, demographic differences in financial habits, and popular money-saving strategies.
Two-thirds of peak boomers are facing a retirement cliff
With an unprecedented wave of Americans set to retire, an analysis points to a looming generational crisis.
Couples in sync on retirement goals, but at odds on specifics
Survey shows that despite having shared values, couples have conflicts and gaps around retirement savings, expenses, and estate plans.
Could retirement fluency cure Americans’ financial uncertainty?
Research report from TIAA Institute reveals troubling knowledge gaps around Social Security, Medicare, and retirement savings options.
Once again, IRS waives RMDs for beneficiaries subject to the 10-year rule
The new relief on required minimum distributions for this year builds on previous IRS relief for RMDs in 2021, 2022 and 2023.
Ascensus buying Vanguard small-business retirement offerings
The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.
California-based Dunham unveils retirement income program
Service aims to help advisors with retired and pre-retiree clients with an algorithmic strategy, tailored portfolios, and back-office support.
Women are struggling with health and wealth woes
Second-year poll of adult women shows financial and health-related concerns, with bipartisan support for federal policy solutions.
Disabled vets are falling through cracks of workplace plans
New research exposes financial vulnerability among vets with disabilities, with most wanting support on group retirement plans and HSAs.
Workers deserve better on benefits, tech firm says
Amid concerns on health care costs and retirement savings, report questions status quo approach of offering more education and benefits.
Women’s retirement outlook improving but headwinds persist: GSAM
Advisors need to personalize approach beyond saving more, earlier, and investing.
For most near-retirees, leaving the workforce at 65 is a lost cause
New Nationwide poll reveals impact of inflation and concerns about Social Security on pre-retirees’ expectations.