The new strategy, which offers lifetime income and higher growth asset exposure during retirement, will also be available as a CIT.
New analysis projects higher account balance ratios for qualified participants, particularly Black women who max out their contributions.
Allianz Life research reveals more US adults imagining a gradual transition, with two-thirds thinking about working part-time as retirees.
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.
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.
Lawsuit filed in Texas federal court argues that the agency “has exceeded its authority,” acting inconsistently with ERISA’s intent.
New report argues the guidelines, developed more than a decade ago, must be updated to better reflect current landscape of 401(k) plan options.
By financially empowering underserved communities, advisors can play a crucial part in tackling inequality.
Survey of pre-retirees and retirees reveals a major focus on capital protection, with a strong preference for stability and guaranteed income.
Despite the popularity of private credit and PE, Cerulli research finds obstacles blocking their wider adoption in 401(k) retirement plans.
Poll of US adults finds nearly a third dipping into 401(k) retirement plans as cost-of-living concerns and other stressors pile up.
Faced with rising living costs and debt, majority of women call for immediate action on Social Security and pension plans.
New EBRI research sheds fresh light on sentiments around inflation, Social Security benefits, and use of guaranteed income products.
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.
The world’s largest asset manager has unveiled a new paycheck-for-life solution to support financial security among DC plan participants.
The president of the financial giant’s annuity business is exiting at the end of 2024, capping off a transformative four-decade career.
Firm is now the second-largest provider of health savings accounts, with HAS assets quadrupling to $24B since 2020.
Opponents left disappointed after final rule released, DOL accused of 'conducting an ideological campaign to ban commissions'.
Following debate from advisors and retirement plan stakeholders, the Department of Labor is set to unveil its final decision on the rule.
Surveys show student loans are a massive financial impediment for many. A recent Biden administration proposal to reduce or forgive some debt would help a small portion of borrowers.
