Displaying 59 results
It’s official: Health care costs trump retirees’ other concerns
Poll of US seniors reveals that worries over health care expenses impact other areas, but only one-third have saved for health costs.
The gender gap extends to retirement plan savers, Nationwide says
Women have more concerns about retirement and are less likely to have reached key financial milestones, survey shows.
Americans dipping into retirement savings as inflation lingers
More than half have taken on debt in response to higher costs, according to an Allianz Life survey.
Why pre-retirees with a plan are better off in retirement
T. Rowe Price report reinforces benefits of formal financial planning on retirement wealth, confidence, and more for 401(k) participants.
What’s the key to achieving retirement happiness?
Research from MassMutual underscores gaps between retirees and pre-retirees, as well as evolving views on retirement satisfaction.
For the first time, more than 70M workers have access to a 401(k)
Three-fifths of workers have access to a plan, with the average contribution topping $5,000 for the second straight year.
Two-thirds of Americans want an alternative path to retirement
New report from Fidelity uncovers changing attitudes about retirement, concerns around savings, and use of technology across generations.
Younger generations driving demand for personalized 401(k) plans
Cerulli research suggests asset managers and record keepers can stand out to Gen Zers by providing customized product offerings.
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.
Pensions vital to solve brewing retirement crisis, says think tank
Immediate fixes to crumbling workplace pension and Social Security systems required, report says.
Doctors and nurses staggered by impact of student loan payments
Faced with high student-debt-to-income ratios, health care professionals are having to reset their financial priorities.
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.
Fintech Pontera partners with Captrust
Deal with RIA giant will provide financial advisors with more advanced tools to manage client assets held in retirement plans.
Retirement income literacy lacking among older Americans
The study exposes demographic fault lines in financial knowledge, with advised individuals scoring higher on several fronts.
Deep client relationships drive culture at Advus
Mark Lamoriello, CEO of Advus Financial Partners, explains why client relationships not AUM drives his firm.
After 2023 stock rally, new wave of ‘great retirement’ washes over US
The number of retirees outpaces a Federal Reserve economist's model by millions.
Estimated health care expenses in retirement increase again: EBRI
Men on Medicare would need as much as $184,000 to have a 90 percent chance of meeting their health care costs, and women as much as $217,000.
Finances of Social Security are a disaster in the making
With the program’s trust funds scheduled to be depleted by 2034, the threat is real, but so is the impasse in the nation’s capital.
When you should, or shouldn’t, recommend more protected lifetime income
Here are some of the key characteristics that may make some clients better candidates for such a solution than others.
