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Schlichter’s message to pension sponsors: Be very careful with PRTs
Many pension risk transfers in recent years have gone to Athene, and two recent suits over plans' choice of the insurer suggest more cases will follow.
Nationwide and Morningstar forge retirement plan partnership
The strategic collaboration will allow more plan participants to benefit from an advisor managed accounts service.
Companies transferred billions in pension assets to annuities. Here come the lawsuits
The law firm behind one of the cases is well-known for its 401(k) and 403(b) litigation: Schlichter Bogard.
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.
Biden’s budget targets backdoor Roths and $10M retirement accounts
The proposed budget seeks to increase taxes for corporations and the wealthy.
Keeping retirement planning personal
Retirement planning is a core foundation for every client, says Trevor Wilde of Wilde Wealth Management.
HSA balances continue to grow along with usage
EBRI research reveals the benefits of matching contributions, the untapped power of investing balances, and the influence of age on usage.
RIAs face their greatest challenge: The transfer of wealth
Finding different ways to interact with Gen Xers and millennials is top of mind in the industry, advisor says.
Most advisors overestimate ability to serve retirement needs of female clients
But are they ready to provide the unique advice that's required?
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.
Americans want to live to 100, but can they afford a 30-year retirement?
Study reveals optimistic outlook for long retirement.
Limra partnership takes aim at life insurance, retirement plan fraud
The collaboration aims to empower insurers, retirement service providers and other stakeholders against financial crime.
Expect a stronger, more lawsuit-proof fiduciary rule very soon
With the final version of the rule now at the Office of Management and Budget, it won't be long before it's published. Don't expect a lot of changes, lawyers say.
Just Futures takes social justice to retirement plans
In partnership with fintech platform Vestwell, the public benefit firm is bringing its values-driven 401(k) and 403(b) plans to market.
OneAmerica unveils active target-date suite
Firm’s latest retirement plan products, structured as CITs, provide asset-allocation option for retirement plan participants.
Modern Wealth enters Eastern US with $1.2B deal
The RIA is expanding its capabilities in retirement planning by buying with a Rochester, New York-based practice formerly with LPL.
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.
Tax hike alone won’t save Social Security, think tank warns
Proposed bill to raise taxes on high earners isn’t enough to fix program's brewing solvency challenge, according to new report.
How do you choose a CIO for a $490B pension fund?
Calpers now has a short list for one of the investment world’s biggest roles.
