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One-third of healthcare workers aren’t confident about retirement
Despite 91 percent being in a workplace savings plan, uncertainty over saving, debt, and other issues are making healthcare employees doubtful.
Retirees spend twice as much when they have guaranteed income, research finds
Most people don't plan bequests and many unnecessarily cut back on discretionary spending in retirement, according to a paper from an industry group.
New fiscal spending bill threatens DOL fiduciary rule
The proposed legislation governing funds for fiscal year 2025 would hamper the agency’s ability to administer, implement, or enforce the rule.
Most workers have a workplace retirement savings plan, but is it enough?
TCRS report finds widespread risk of a less-than-secure retirement.
SageView teams up with Transamerica on pooled retirement plan solutions
The independent RIA is helping more employers offer retirement benefits with cost-effective 401(k) and PEP plan options.
Retirement worries span market performance and the election
Nearly 90 percent of people told Schroders they are worried about the presidential election, and savers are overweighted in cash, the company found.
With 10 years to go, near-retirees have a shot to avert the midlife retirement crisis
Prudential Life says there’s hope for 55-year-olds even as trends of inflation, disappearing DB pensions and “silver squatters” wear on.
Most boomers content in retirement, but Social Security dependence is still real
Survey of retired Baby Boomers unpacks ongoing retirement income reliance, significant financial stress, and intentions for inheritance.
Wealth tech firm MyVest strikes retirement income partnership
The fintech integration aims to close the planning-execution gap with tax-optimized withdrawal recommendations, among other features.
Future Capital helps advisors break the 401(k) planning barrier
The RIA’s new solution aims to help advisors make their planning more holistic by considering held-away 401(k) assets.
For two-fifths of Gen X, retiring securely will take a “miracle”
Survey finds North American Gen Xers feel alone on their path to retirement readiness amid worries of public debt, healthcare costs, and inflation.
Can CITs overthrow mutual funds to dominate DC plans?
While CITs have cost benefits for retirement plan sponsors, they fall short on transparency and investment hurdles, according to Cerulli research.
Why entrepreneurs are different when it comes to financial planning
Entrepreneurs constantly need to choose between investing in their businesses and their personal accounts.
Wells Fargo latest to be sued over forfeited 401(k) money
A proposed class action accuses the company of violating ERISA for its $45.8 billion 401(k) plan.
Women are less hopeful they’ll be richer than their parents in retirement
New survey findings reveal gender-based and generational gaps in adults’ retirement wealth expectations.
State Street adds a lifetime income twist to its target date funds
Addressing workers’ concerns for early retirement, the new offering updates an existing index-based solution with the option of going into an annuity.
Are 401(k) plan sponsors missing the mark on workers’ financial wellness?
With less than 20 percent adoption for most financial wellness programs, Cerulli finds just one in four participants are confident about retirement.
IRA expert Ed Slott sees retirement savings tax bomb ticking louder than ever
The retirement expert is back with a new book and a big warning about higher taxes.
As clock ticks on succession boom, a third of business owners don’t have a plan
Edward Jones survey casts a spotlight on challenges, generation gaps, and catalytic factors in business succession planning.
DC plan sponsors are turning their attention to retirement income
New PIMCO study underscores trends in non-guaranteed income solutions, QDIAs, and diverging approaches to address retirees' needs.
