Displaying 81 results
Amid inflation worries, Americans are ramping up their summer spending plans
New MassMutual research unpacks people’s sentiments on vacation fever, college education regrets, parents’ financial influence, and recession fears.
Louisiana moves to adopt annuity best-interest standard
Associations for life insurers and financial advisors laud the move, renews call for “sensible protections” around guaranteed lifetime income products.
Should partially retired households brace for an awkward spending phase?
JPMorgan data reveal their retirement savings could be jeopardized by early-phase surges and volatility in spending.
Do DC managed account programs have a PR problem?
Despite their benefits for 401(k) participants, especially financial advice, Cerulli research finds a lack of awareness is holding back broader adoption.
Red or blue, US workers love state-facilitated retirement savings
Nationwide poll reveals substantial majority support from working Americans across party lines and generations.
DOL fiduciary rule faces pushback in congress
A bicameral group of senators and house representatives have launched a joint resolution seeking to quash the rule.
Americans and advisors divided on inflation, finds survey
With more widespread concern among consumers, research reveals the value of anti-inflation strategies, including annuities with guarantees.
Is planning for age 95 longevity overkill?
With data drawing on 266 million cases, white paper suggests the rule of thumb can cause retirement plans to massively overshoot clients’ actual needs.
Pontera unveils 401(k) mega-partnership with Stifel
The collaboration will let over 2,400 advisors manage retirement plan assets for more than 200,000 clients across the wealth giant’s enterprise.
John Hancock inks longevity research partnership with MIT
The five-year, multimillion-dollar effort aims to produce a data-driven index to determine Americans’ readiness to live a good 100 years.
Amid blinding economic sandstorm, just two-fifths of investors have a retirement target
Survey reveals three-quarters of investors bracing for recession, with 83 percent of older respondents worried about basic living needs.
How much of an income edge could retirees get from annuities?
With 'new North Star' metric, TIAA urges new retirees to rethink 4 percent rule and incorporate a lifetime income strategy.
Early retirement expectations continue to be a thing, Fed figures show
Research by the Federal Reserve Bank of New York suggests a pandemic-induced change in people’s plans could echo for years.
Inflation fears eating away at nearly 90 percent of retirees, says Schroders
Latest snapshot research of US adults uncovers widespread concerns around retirement savings, healthcare costs, and market risks.
AllianceBernstein unlocks new retirement income option for DC plans
The new strategy, which offers lifetime income and higher growth asset exposure during retirement, will also be available as a CIT.
Could the Saver’s Match help close the wealth gap in 401(k)s?
New analysis projects higher account balance ratios for qualified participants, particularly Black women who max out their contributions.
Nearly half of Americans see a slow shift, not a clean break in retirement
Allianz Life research reveals more US adults imagining a gradual transition, with two-thirds thinking about working part-time as retirees.
Future Capital forges 401(k) partnership
The tech-enabled RIA is helping a privately owned broker-dealer arm its advisor network with a new solution for managing held-away retirement assets.
DOL’s fiduciary rule faces first legal challenge
Lawsuit filed in Texas federal court argues that the agency “has exceeded its authority,” acting inconsistently with ERISA’s intent.
DOL urged to refresh guidance for target-date funds
New report argues the guidelines, developed more than a decade ago, must be updated to better reflect current landscape of 401(k) plan options.
