Displaying 7763 results
SECURE 2.0 Saver’s Match could help 21.9M Americans
Using federal tax data, EBRI offers a ‘starting point’ to estimate the retirement program’s impact on lower-income workers when it starts in 2027.
An unexpected double tax break for 529-to-Roth rollovers
There’s a chance to do two 529-to-Roth rollovers this year – but only if the first one (for 2023) is done by April 15.
Helping kids understand the meaning of money
'People are starting to understand that health also means financial health,' says Liz Frazier of Frazier Financial Consultants.
Kodak considers tapping pension fund surplus
The company's plan was overfunded by about $1.2 billion at the end of 2022.
Older homeowners are confident in retirement goals, plan to age in place
Fannie Mae estimates the 60-plus cohort could soon make up half of US homeowners.
Research hints at vicious mental health-wealth cycle for workers
New TIAA report points to two-way interplay between financial stressors and US employees’ mental health.
Just three hours can improve retirement readiness: Study
An Australian university found that a short online class, especially in conjunction with financial advice, helped retirement confidence.
Kodak to outsource oversight of pension investments
The company's move to disband its in-house team and shift the work to NEPC is being driven by the pension system's overfunding.
Robinhood wants gig workers’ IRA business
The company announced an IRA that's available through Grubhub, Taskrabbit, and Gopuff.
Retirement savers finished 2023 on a high note, Fidelity says
Three-quarters of eligible workers made contributions to their accounts amid near-universal inclusion of Roth options in workplace savings plans.
Pensions vital to solve brewing retirement crisis, says think tank
Immediate fixes to crumbling workplace pension and Social Security systems required, report says.
MetLife and Fidelity partner for new retirement income solution
The partnership would make a guaranteed lifetime income product available to more US workers in their defined-contribution plans.
The price of New York Life’s 401(k) lawsuit: $19M
The settlement is the latest among ERISA cases aimed at financial services companies.
Orion, DPL join forces to offer commission-free annuities to advisors
Users of Orion's tech platform will now have direct access to DPL’s tools for finding and comparing annuities.
Showing how good or bad luck shapes retirement lifestyles
IncomePath software from Tamiko Toland and Michael Finke was inspired by the work of William Sharpe.
New Fidelity benefit aims to help relieve student loan burden
The program enables employers to match workers' student loan repayments with contributions to their 401(k) accounts to help them save for retirement while paying down student debt.
Michigan workers could gain retirement lifeline with auto-IRA proposal
The state is the latest to move to fill the gap in employer-sponsored retirement programs.
Most near-retirees lacking in Social Security knowledge
Quiz of 1,500 Americans exposes concerning gaps in what they know about retirement income and their estate planning readiness.
The case for PE in 401(k)s isn’t clear at all, new research finds
There’s no correlation between pension plans’ use of private equity and their performance, Morningstar finds.
A future without 401(k)s? Advisors don’t like that one bit
401(k) accounts encourage workers to save, and changing the tax preferences could have a deleterious effect on retirement investing, advisors say.
