Displaying 116 results
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.
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.
401(k) account balances surged in 2023, says T. Rowe Price
The data show the driving influence of auto-enrollment, the spread of Roth contributions, and the stickiness of target-date products in 401(k)s.
Voya offers nonqualified deferred comp plan for small businesses
The new plan is aimed at underserved small businesses looking to provide flexible executive benefits while avoiding onerous plan management.
Pontera extends 401(k) platform with Ameritas alliance
The fintech will provide access to its workplace retirement account platform for advisors at the firm.
AI partnership takes aim at workers’ student debt
Workplace fintech and fiduciary retirement plan provider team up to help more plan sponsors and participants with student loan matching solutions.
Retirement accounts surged on strong 2023 markets: Vanguard
The study shows that 43 percent of participants raised their deferral rates last year, marking the highest level since Vanguard began tracking the metric.
Nationwide and Morningstar forge retirement plan partnership
The strategic collaboration will allow more plan participants to benefit from an advisor managed accounts service.
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.
Voya unveils dual QDIA for retirement plan members
The offering automatically transitions employees approaching retirement age from a target-date fund to a managed account program.
Retirement plan administrator accused of stealing millions
EBSA found that the third-party administrator embezzled at least $5.5 million in retirement plan assets.
Workers’ financial stress at critical levels, new poll finds
A workplace well-being survey underscores the extent of worries over emergency funds, retirement saving, and student debt.
Employers say employees are ready for retirement but employees disagree
37% of participants 50 and over say they will retire later than expected.
Hub International acquires retirement consulting firm
Renaissance Benefit Advisors Group focuses on helping plan sponsors with their fiduciary responsibilities.
House rep wants to keep China and other ‘adversaries’ out of 401(k)s
Legislation proposed this week would bar defined-contribution plans from making new investments in several countries it defines as 'foreign adveraries.'
Two essential retirement guides for women
Financial planning pioneers share their experiences and wisdom on the challenges of retirement.
State auto-IRA initiatives flowering in May
California is looking to expand its auto-IRA program, while Missouri, Arizona and Hawaii are considering joining the club.
ESG, the proposed DOL rule and fiduciary duty
The Labor Department's proposed ESG rule is a great step forward. The transition to a more sustainable economy will require increased attention to material risks and opportunities, including those related to ESG factors.
Bipartisan majority likes ‘Retirecare,’ survey finds
Enrolling working Americans in a government-sponsored retirement plan is a broadly popular idea.
Mining specific business sectors for clients
My experience has shown me that advisers who target a specific niche of clients receive more referrals, are able to provide better service and can charge higher fees.
