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HSAs as investments on the rise, but use still low
Few people are taking full advantage of the 'triple tax benefits' of health savings accounts, according to EBRI research.
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.
AllianceBernstein 401(k) lawsuit booted
A court dismissed the case, pointing to the facts that the company waived fees for its participants and didn't really benefit from the assets.
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.
Empower teases 401(k) platform for small businesses
The retirement services giant says its forthcoming platform will help advisors and third-party administrators address the access gap for more US workers.
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.
2023 was boom year for health savings accounts
Devenir reports that HSAs saw robust growth in invested assets last year, along with increases in contributions and withdrawals.
Retirees in target-date funds still recovering from 2022
Morningstar's Target-Date Strategy Landscape report also shows that costs are going down and that CITs are about to surpass mutual funds.
BlackRock’s Fink urges fix for looming ‘retirement crisis’
The CEO says politicians and corporate leaders need to rethink the retirement system, and questions whether 65 is still the correct retirement age.
BofA rolls out retirement income portfolios
The products, available to Merrill's clients, are designed to provide retirees with reliable income over 25 years.
Florida-or-bust retirement prevails
Advisors help clients make sure they don’t experience both, as interest rates dip slightly and more homes go on the market.
The bull run and your client’s retirement plan
As stocks head higher, clients are seeing visions of early retirement. What should advisors be telling them?
Ensuring alimony payments continue despite premature death
One of the most effective ways to secure alimony against the risk of premature death is through life insurance.
Gen Z will need help – are you ready?
The mood and savings habits of Gen Z suggest a huge opportunity on the horizon.
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.
Empower unveils comprehensive retirement income suite
The DC plan provider is rolling out an expansive shelf of retirement solutions through multiple partnerships.
Social Security backs off tough stance on recouping overpayments
Commissioner Martin O'Malley, in his early days on the job, said that practices will change next week.
Pensionmark announces strategic partnership to build new wealth management platform
The firm is working with Vestmark to help shape the industry's future.
Republicans propose raising retirement age
The proposal sets the stage for an election-year fight with President Biden, who accused the GOP of going after entitlement programs during his State of the Union address.
‘Unretirement’ may be viable well into the future, study says
Older workers are at least as productive in younger ones in almost all industries. Financial services is an exception.