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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.
Advisors share tips for clients seeking to retire early
Advisors offer suggestions for clients interested in getting a jump on their golden years.
Empower keeps growing but what does it mean for advisors?
The company has grown enormously in a short amount of time, and is poised to expand more into small retirement plans and wealth management.
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.
If it’s a rollover, it’s fiduciary
The new fiduciary rule will pull a lot of brokers under the Employee Retirement Income Security Act, and harkens back to the levelized compensation from the 2016 rule.
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.
Bridging the wealth gap: The power of financial education
By financially empowering underserved communities, advisors can play a crucial part in tackling inequality.
For retirement-age investors, it’s about keeping their nest eggs safe
Survey of pre-retirees and retirees reveals a major focus on capital protection, with a strong preference for stability and guaranteed income.
DC plans aren’t diving into the private markets
Despite the popularity of private credit and PE, Cerulli research finds obstacles blocking their wider adoption in 401(k) retirement plans.
Seven-tenths of aspiring homeowners are waiting for the Fed’s cue, says BMO
Poll of US adults finds nearly a third dipping into 401(k) retirement plans as cost-of-living concerns and other stressors pile up.
Majority of women agree a retirement storm is brewing
Faced with rising living costs and debt, majority of women call for immediate action on Social Security and pension plans.
Most workers, retirees have retirement income confidence
New EBRI research sheds fresh light on sentiments around inflation, Social Security benefits, and use of guaranteed income products.
Retirement confidence flagging for most older US adults: AARP
Survey finds one-fifth of US adults aged 50 and over have no retirement savings, and three-fifths concerned they’ll outlive their nest eggs.
BlackRock unveils its answer to the looming retirement crisis
The world’s largest asset manager has unveiled a new paycheck-for-life solution to support financial security among DC plan participants.
