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Watch your step, advisors! It’s your job to ‘mind’ the retirement gap
'Regularly reviewing your finances with a financial professional can help increase the chances of meeting retirement goals,' an advisor says.
‘Magic number’ of $1.5M for retirement? Advisors say no
Setting goals as a percentage of income is smarter, as a big-figure target may not be reliable and can discourage people, advisors said.
Washington governor signs auto-IRA legislation
The Washington Saves program, which will take effect in 2027, extends a lifeline for millions of workers facing retirement readiness crisis.
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.
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.
DOL retirement security rule would be ‘disastrous,’ GOP rep says
Democrats at a House hearing say the retirement rule will ensure workers, retirees and retirement plan sponsors receive advice that is in their best interest.
Racial divides in retirement readiness exposed in new report
Survey data point to demographic disparities in retirement savings, confidence, and awareness.
