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Auto-IRAs get another push in Rhode Island
Senate Bill 2045 aims to require state private employers to provide a workplace retirement plan, with provisions for a state auto-IRA program.
Cetera builds insurance planning muscle with Fidelity alum
The firm’s new head of advanced wealth solutions comes with deep expertise in retirement income, life insurance, and annuities.
Employers keep offloading pensions to insurance companies
Sales through March in 2024 were the highest seen during the first quarter of a year, according to Limra.
Financial Fitness Act gets a thumbs up from IRI
The Insured Retirement Institute is applauding a new bill that could help more Americans address the problem of student debt.
Retirement guidance tops list of workers’ most-wanted financial perks
Morgan Stanley research reaffirms the benefits of retirement and financial guidance, with four-fifths of employees looking to accelerate their planning.
Voya gives advisor managed accounts more room to maneuver
The retirement fintech unveils expanded lineup of non-core investment solutions amid growing interest in managed account solutions.
Healthcare costs a “major burden” for millions of adults
National survey reveals concerns around healthcare and drug expenses, with over half of adults predicting hardship for the next generation.
Most workers are unknowingly skimping on their 401(k)s
A new poll sheds light on employee confusion around workplace retirement plans, and how good plan design could help solve the problem.
401(k) managed accounts have come into their own
20 years of data show personalization benefits of managed account adoption, and opportunities for advisors to make an impact.
Vestwell bolsters 401(k) leadership with JPMorgan deal
The distribution partnership will see the fintech carry a key product, allowing more advisors to oversee workplace retirement plans.
401(k) lawsuits over ‘forfeited’ money get a lifeline
There is one way to help avoid such litigation in the future, one lawyer says: Get rid of vesting schedules.
For many wanting to quit work around 60, phased retirement can be the answer
The increasingly popular strategy lets people transition socially and financially, advisors say.
Where the DOL’s fiduciary rule intersects with HSAs
For those who want to avoid becoming fiduciaries, be wary of the line between education and advice, lawyers warn.
Could fiduciary advice cut 401(k) plan costs for small businesses?
A new study suggests small businesses that use fiduciary-grade advisors pay lower-than-average fees overall, with more reductions for larger plans.
Senators push legislation to help micro-businesses offer retirement benefits
A new bipartisan bill proposes to expand tax credits for small businesses to start offering workplace pension plans.
Most people would rather pay more tax now than lose Medicare
Retirement health care coverage is already on the minds of millennials.
The DOL’s fiduciary rule faces another legal challenge
A coalition of trade associations including the Insured Retirement Institute, ACLI, and NAIFA has filed a civil suit against the contentious Retirement Security rule.
Retirement savings account balances hit two-year high: Fidelity
Data from more than 45 million 401(k), 403(b) and IRA accounts show steady contributions even as "vibecession" weighs on savers.
Amid mixed economic outlook, RIAs eye guaranteed investment solutions
Research lifts lid on RIAs' use of annuities, growth strategies, and opportunity to take wallet share from banks.
New survey highlights caregivers’ retirement conundrum
With two-fifths of US adults worried long-term care costs would keep them from retiring, many are placing their hopes on AI.
