A $5.9 billion pension liabilities transfer Verizon made last year to Prudential and RGA is at the center of the latest lawsuit over pension-risk transfers.
Two long-standing rules "detested" by millions of public-sector workers for the reductions they make to Social Security benefits may soon go away at a cost of $190 billion.
The hybrid RIA is going all in on the retirement plan advisory space with its latest veteran hire.
The fintech firms' latest RIA collaborations promise to help firms and financial professionals unlock deeper client relationships with holistic plan advice
The newly introduced act in the House of Representatives takes aim at one confusing process for 401(k) plan participants weighing their distribution options.
Americans estimate the value of their digital assets in the hundreds of the thousands of dollars. Advisors don't all bring it up, but digital estate planning is timely, especially with bitcoin exploding and a major social media site approaching a ban.
Advocacy group argues the measure, set for approval by the Senate, disproportionately favors certain public workers while risking the stability of the program.
People were blindsided during COVID with $30,000 tax bills, says advisor.
Higher stock valuations and lower yields from fixed income support the case for a more conservative approach, finds Morningstar Retirement analysis.
The settlement, stemming from accusations of underperforming Wells Fargo target-date fund investments affecting some 300,000 plan participants, is considered among the largest of its kind.
Survey research unpacks the different financial concerns, realities, and regrets shared by women retirees and workers.
Survey research reports from Nationwide and Fidelity show how past missteps and unplanned expenses are driving people's new year commitments.
Inaugural survey report finds three-quarters of DC plan leaders expect demand for lifetime income to grow over five years – but 'annuity fluency' could pose challenges.
Sound Income Group founder David Scranton offers strategies from his new book to help advisors increase their AUM.
David Underwood sold unregistered Heartland fund securities to 20 clients, including his wife, according to the SEC.
Survey findings reveal low levels of financial literacy among high school, college students, and new workers, with just one-fourth reporting high concerns around their ability to retire in their 60s.
Research unpacks how limitations in data, lack of standard guidelines, and evidence of volatility linked to Bitcoin create uncertainties for retirement savers.
The retirement plan giant is giving millions of customers access to its latest guaranteed lifetime income offering through its managed account programs.
The incoming US president's signal to prematurely replace Danny Werfel, a Biden appointee, has drawn some concerns and questions.
