Retirement Planning

Displaying 7913 results
New Fidelity benefit aims to help relieve student loan burden
RETIREMENT RETIREMENT PLANNING FEB 26, 2024
New Fidelity benefit aims to help relieve student loan burden

The program enables employers to match workers' student loan repayments with contributions to their 401(k) accounts to help them save for retirement while paying down student debt.

By Gregg Greenberg
Michigan workers could gain retirement lifeline with auto-IRA proposal
RETIREMENT RETIREMENT PLANNING FEB 26, 2024
Michigan workers could gain retirement lifeline with auto-IRA proposal

The state is the latest to move to fill the gap in employer-sponsored retirement programs.

By Leo Almazora
Most near-retirees lacking in Social Security knowledge
RETIREMENT RETIREMENT PLANNING FEB 26, 2024
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.

By Leo Almazora
The case for PE in 401(k)s isn’t clear at all, new research finds
RETIREMENT RETIREMENT PLANNING FEB 26, 2024
The case for PE in 401(k)s isn’t clear at all, new research finds

There’s no correlation between pension plans’ use of private equity and their performance, Morningstar finds.

By Emile Hallez
A future without 401(k)s? Advisors don't like that one bit
RETIREMENT RETIREMENT PLANNING FEB 23, 2024
A future without 401(k)s? Advisors don't like that one bit

401(k) accounts encourage workers to save, and changing the tax preferences could have a deleterious effect on retirement investing, advisors say.

By Emile Hallez
Asset managers’ approach to DC plan advisors needs a rethink
RETIREMENT RETIREMENT PLANNING FEB 22, 2024
Asset managers’ approach to DC plan advisors needs a rethink

Retirement plan advisors who are ‘dabblers’ and ‘nonproducers’ need more than siloed coverage, Cerulli says.

By Leo Almazora
Data shed light on how much 401(k)s pay advisors
RETIREMENT RETIREMENT PLANNING FEB 22, 2024
Data shed light on how much 401(k)s pay advisors

It's becoming less common to be paid through fund expenses, and compensation by large plans is going down, according to the 401k Averages Book.

By Emile Hallez
BlackRock hires Goldman exec to head OCIO unit
RETIREMENT RETIREMENT PLANNING FEB 22, 2024
BlackRock hires Goldman exec to head OCIO unit

The outsourced chief investment officer industry’s business is expected to grow more than $10 billion annually over the next five years, according to Cerulli.

By Bloomberg
A government site for all your 401(k) data?
RETIREMENT RETIREMENT PLANNING FEB 21, 2024
A government site for all your 401(k) data?

The Government Accountability Office wants Congress to mandate a national 401(k) dashboard.

By Emile Hallez
NAPA launches pioneering retirement income program for advisors
RETIREMENT RETIREMENT PLANNING FEB 21, 2024
NAPA launches pioneering retirement income program for advisors

First-of-its-kind course aims to help advisors articulate the value of retirement income solutions to complement 401(k) plans.

By Leo Almazora
US annuity sales hit a fresh record in 2023: Limra
RETIREMENT RETIREMENT PLANNING FEB 21, 2024
US annuity sales hit a fresh record in 2023: Limra

Strong economic conditions combined with demand for protected investments drove a second record year for fixed annuity products.

By Leo Almazora
Hub woos small businesses with pooled retirement plan option
RETIREMENT RETIREMENT PLANNING FEB 21, 2024
Hub woos small businesses with pooled retirement plan option

The firm's pooled employer plan gives small business owners the chance to offer workers 401(k)s at lower costs.

By Leo Almazora
Social Security fixes include raising retirement age, taxable income cap: Conference Board
RETIREMENT RETIREMENT PLANNING FEB 19, 2024
Social Security fixes include raising retirement age, taxable income cap: Conference Board

Report from policy think tank details the program's financial problems and suggests a number of reforms.

By Leo Almazora
Fintech Pontera partners with Captrust
RETIREMENT RETIREMENT PLANNING FEB 16, 2024
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.

By Leo Almazora
OneDigital inks deal for Wintrust’s retirement advisory business
RETIREMENT RETIREMENT PLANNING FEB 16, 2024
OneDigital inks deal for Wintrust’s retirement advisory business

The acquisition will see $2.6 billion in retirement planning assets for over 40,000 participants added to OneDigital’s book.

By Leo Almazora
Wealth management division helps propel Empower to new records
RETIREMENT RETIREMENT PLANNING FEB 16, 2024
Wealth management division helps propel Empower to new records

The 10-year-old firm has seen strong growth in its assets, client base, and earnings.

By Steve Randall
DOL retirement security rule would be 'disastrous,' GOP rep says
RETIREMENT RETIREMENT PLANNING FEB 15, 2024
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.

By Josh Welsh
New York state pension fund selling holdings in Exxon, other energy companies
RETIREMENT RETIREMENT PLANNING FEB 15, 2024
New York state pension fund selling holdings in Exxon, other energy companies

The retirement fund says it plans to now focus on investments in utility companies and their efforts to shift away from fossil fuels.

By Bloomberg
Retirement income literacy lacking among older Americans
RETIREMENT RETIREMENT PLANNING FEB 14, 2024
Retirement income literacy lacking among older Americans

The study exposes demographic fault lines in financial knowledge, with advised individuals scoring higher on several fronts.

By Leo Almazora
What, me worry? Most people's retirement egos are inflated
RETIREMENT RETIREMENT PLANNING FEB 14, 2024
What, me worry? Most people's retirement egos are inflated

While many say they can easily cut spending in retirement, one advisor says it's not so easy.

By Emile Hallez