Displaying 46 results
Could the Saver’s Match help close the wealth gap in 401(k)s?
New analysis projects higher account balance ratios for qualified participants, particularly Black women who max out their contributions.
Nearly half of Americans see a slow shift, not a clean break in retirement
Allianz Life research reveals more US adults imagining a gradual transition, with two-thirds thinking about working part-time as retirees.
Future Capital forges 401(k) partnership
The tech-enabled RIA is helping a privately owned broker-dealer arm its advisor network with a new solution for managing held-away retirement assets.
DOL’s fiduciary rule faces first legal challenge
Lawsuit filed in Texas federal court argues that the agency “has exceeded its authority,” acting inconsistently with ERISA’s intent.
DOL urged to refresh guidance for target-date funds
New report argues the guidelines, developed more than a decade ago, must be updated to better reflect current landscape of 401(k) plan options.
For retirement-age investors, it’s about keeping their nest eggs safe
Survey of pre-retirees and retirees reveals a major focus on capital protection, with a strong preference for stability and guaranteed income.
JP Morgan data breach hits 451,000 retirement plan members
The financial services giant reported a years-long system failure that exposed names, addresses, Social Security numbers, and other sensitive info.
Majority of women agree a retirement storm is brewing
Faced with rising living costs and debt, majority of women call for immediate action on Social Security and pension plans.
Most workers, retirees have retirement income confidence
New EBRI research sheds fresh light on sentiments around inflation, Social Security benefits, and use of guaranteed income products.
US annuities set rapid pace in first quarter
Preliminary Limra results show total sales of $113.5B for individual annuities, rivaling the peak seen in the fourth quarter of 2023.
Retirement confidence flagging for most older US adults: AARP
Survey finds one-fifth of US adults aged 50 and over have no retirement savings, and three-fifths concerned they’ll outlive their nest eggs.
BlackRock unveils its answer to the looming retirement crisis
The world’s largest asset manager has unveiled a new paycheck-for-life solution to support financial security among DC plan participants.
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
Firm is now the second-largest provider of health savings accounts, with HAS assets quadrupling to $24B since 2020.
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.
Employers falling short of workers’ benefits expectations
Two national surveys examining employer-provided plans point to gaps in retirement confidence and health benefits.
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.
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.
