The latest ACLI data show a 9 percent annual increase in annuity benefits issued by insurers, while premium payments into annuities reached $361 billion.
Despite high adoption, new PSCA survey finds health savings accounts mostly used to address current needs, with just a fifth of participants investing their HSA balances.
The new thematic ETF suite promises to aid DIY investors' dash for financial independence, but some experts are skeptical.
Amid a low-tax environment and an incoming presidential administration, retirement planning guru Ed Slott gives advice ahead of 2025.
The latest findings offer a glimpse of challenges around inflation, healthcare costs, and Social Security's long-term viability.
Our profession must focus more on the distribution phase, says Nate Moody, of Lebel & Harriman Retirement Advisors.
The retirement giant is extending its guaranteed income shelf with fixed-income annuity options from Loomis Sayles and Annexus.
Over half of people retire sooner than expected, and rising costs due to inflation, along with unexpected expenses, are leading a growing proportion of retirees to turn to credit cards, EBRI found.
Morningstar Retirement report unpacks the challenges and opportunities from adding private market fund exposure to defined contribution plans.
The platforms' alliance will address a major barrier for DPL advisors that want to incorporate annuity and insurance products into their practices.
Strable will be the first woman to hold the role at the $20 billion recordkeeping giant, following Dan Houston's decade-long tenure of leadership.
The next president has proposed cutting Social Security benefits taxes, which would deplete the system faster. Bipartisan support is needed to pass reforms, observers say.
The bump in 401(k) and Roth contribution limits is taking effect for workers aged 60 to 63 years old next year – but taking advantage of it won't be that easy.
The firm's latest executive hire comes with nearly three decades of experience, including stints at OneDigital and Fidelity.
Half of US employees surveyed are at least moderately concerned, while three-quarters cite debt as a problem, according to new EBRI research.
The federal tax agency has revealed a raft of updates on cost-of-living adjustments to maximum retirement account contributions.
A new study backed by ACLI suggests systematic withdrawals coupled with a one-time or phased annuitization could create a better retirement income outcome.
From forgotten account details to long waiting times and unintended tax triggers, new report shines a spotlight on headaches and pain points for retirement savers.
Survey reveals most advised plan members max out their contributions, are more aware of fees, and have greater peace of mind in their retirement planning.
The latest Q3 figures point to a $331B year-to-date sales bonanza, a new record for RILA sales, and a fresh high for fixed index annuities.
