Displaying 7835 results
Robinhood wants gig workers’ IRA business
The company announced an IRA that's available through Grubhub, Taskrabbit, and Gopuff.
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.
Pensions vital to solve brewing retirement crisis, says think tank
Immediate fixes to crumbling workplace pension and Social Security systems required, report says.
MetLife and Fidelity partner for new retirement income solution
The partnership would make a guaranteed lifetime income product available to more US workers in their defined-contribution plans.
The price of New York Life’s 401(k) lawsuit: $19M
The settlement is the latest among ERISA cases aimed at financial services companies.
Orion, DPL join forces to offer commission-free annuities to advisors
Users of Orion's tech platform will now have direct access to DPL’s tools for finding and comparing annuities.
Showing how good or bad luck shapes retirement lifestyles
IncomePath software from Tamiko Toland and Michael Finke was inspired by the work of William Sharpe.
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.
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.
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.
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.
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.
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.
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.
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.
A government site for all your 401(k) data?
The Government Accountability Office wants Congress to mandate a national 401(k) dashboard.
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.
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.
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.
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.
