Retirement Planning

Displaying 7910 results
Healthcare shocks could cost retirees dearly, warns study
RETIREMENT RETIREMENT PLANNING FEB 21, 2025
Healthcare shocks could cost retirees dearly, warns study

Data analysis reveals how long-term care and medical shocks impact Medicaid enrolment, household wealth, and out-of-pocket medical expenses among retirees.

By Leo Almazora
Amid continued DOGE efforts, Musk turns focus to centenarians in Social Security
RETIREMENT RETIREMENT PLANNING FEB 19, 2025
Amid continued DOGE efforts, Musk turns focus to centenarians in Social Security

Evidence showing millions of records of individuals aged 100 or older overstate the real risk of fraud, sources say.

By Leo Almazora
Do we need a new word for retirement as fewer people give up work?
RETIREMENT RETIREMENT PLANNING FEB 18, 2025
Do we need a new word for retirement as fewer people give up work?

Another study highlights the oversized share of older Americans still working.

By Steve Randall
Vestwell unveils new emergency savings account offering
RETIREMENT RETIREMENT PLANNING FEB 14, 2025
Vestwell unveils new emergency savings account offering

The fintech firm is cementing its status in the workplace savings space with its latest ESA offering, which employers can integrate into their existing benefits package.

By Leo Almazora
Limra research finds financial confidence on the rise among Black American workers
RETIREMENT RETIREMENT PLANNING FEB 14, 2025
Limra research finds financial confidence on the rise among Black American workers

Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' role in ensuring retirement readiness.

By Leo Almazora
Student debt has a chilling effect on employees' retirement planning
RETIREMENT RETIREMENT PLANNING FEB 13, 2025
Student debt has a chilling effect on employees' retirement planning

A new study highlights how debt-saddled public and private workers are forced to focus on shorter-term investments and immediate financial concerns.

By Leo Almazora
Nationwide survey exposes regional fault lines in retirement confidence
RETIREMENT RETIREMENT PLANNING FEB 10, 2025
Nationwide survey exposes regional fault lines in retirement confidence

Research reveals a third of investors uncertain they can retire where they live, with deeper doubts among those in high-tax and high-cost areas.

By Leo Almazora
Duke’s Cam Harvey pegs cost of portfolio rebalancing at $16B
RETIREMENT RETIREMENT PLANNING FEB 05, 2025
Duke’s Cam Harvey pegs cost of portfolio rebalancing at $16B

Research finds mechanical shifts in exposures have given an edge to hedge funds and other speculators, leading to steep costs for pension funds.

By Bloomberg
Empower extends health services for retirement plan clients
RETIREMENT RETIREMENT PLANNING FEB 05, 2025
Empower extends health services for retirement plan clients

With a new suite of health and benefit services, the company has moved well beyond its beginnings as a retirement plan record keeper.

By Emile Hallez
Future Capital plugs 'critical gap' with advisor management of held-away retirement assets
RETIREMENT RETIREMENT PLANNING FEB 05, 2025
Future Capital plugs 'critical gap' with advisor management of held-away retirement assets

Collaboration boosts capabilities for client account management.

By Steve Randall
US pension system is among the best in the world, but there are nine better
RETIREMENT RETIREMENT PLANNING FEB 03, 2025
US pension system is among the best in the world, but there are nine better

New analysis of 71 pension systems finds US approach needs some reform.

By Steve Randall
Leave 401(k)s alone, ICI report urges policymakers
RETIREMENT RETIREMENT PLANNING JAN 31, 2025
Leave 401(k)s alone, ICI report urges policymakers

Investment Company Institute issues call to protect DC plans' tax perks and other benefits for American retirement savers.

By Leo Almazora
Prudential CFO sees retirees' billions powering new growth phase
RETIREMENT RETIREMENT PLANNING JAN 30, 2025
Prudential CFO sees retirees' billions powering new growth phase

The finance leader spies a booming opportunity from annuity demand and pension risk transfers as the insurance giant ushers in its next chief executive.

By Bloomberg
Orion, Pontera strike new integration partnership
RETIREMENT RETIREMENT PLANNING JAN 30, 2025
Orion, Pontera strike new integration partnership

The collaboration, billed as an industry first, will streamlines advisors' ability to manage 401(k)s, 403(b)s, and other held-away retirement accounts.

By Leo Almazora
Southwest Airlines hit with ERISA class action over alleged 401(k) fund mismanagement
RETIREMENT RETIREMENT PLANNING JAN 29, 2025
Southwest Airlines hit with ERISA class action over alleged 401(k) fund mismanagement

The lawsuit filed in Texas says the carrier's failure to remove an underperforming fund option, which holds over $2 billion in assets, has cost plan members millions.

By Leo Almazora
Annuity sales surged to a $432.4B high in 2024
RETIREMENT RETIREMENT PLANNING JAN 28, 2025
Annuity sales surged to a $432.4B high in 2024

Limra figures reveal third straight year of record sales, with demand for fixed-rate deferred annuities declining and robust momentum in RILAs.

By Leo Almazora
KKR hires exec to focus on 401(k) market
RETIREMENT RETIREMENT PLANNING JAN 28, 2025
KKR hires exec to focus on 401(k) market

The firm in December brought on its first head of defined contribution, signifying a focus to get into 401(k)s and other plans meaningfully.

By Emile Hallez
Six in 10 people think they need to save 30 annual salaries for retirement
RETIREMENT RETIREMENT PLANNING JAN 27, 2025
Six in 10 people think they need to save 30 annual salaries for retirement

Is it any wonder so many Americans feel unprepared to retire?

By Steve Randall
Capital Group expands retirement planning services for financial advisors
RETIREMENT RETIREMENT PLANNING JAN 24, 2025
Capital Group expands retirement planning services for financial advisors

The firm is adding another solution that can be offered to small businesses.

By Steve Randall
Retirement conundrum: crippling health care costs or start dumping assets?
RETIREMENT RETIREMENT PLANNING JAN 23, 2025
Retirement conundrum: crippling health care costs or start dumping assets?

Investors fearing unaffordable healthcare may spend-down assets, study reveals.

By Steve Randall