Retirement Planning

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An extra $1 million in retirement savings or 5 more healthy years? It's a coin flip for Americans
RETIREMENT RETIREMENT PLANNING SEP 23, 2024
An extra $1 million in retirement savings or 5 more healthy years? It's a coin flip for Americans

New Edelman survey reveals continuing concerns over debt, inflation, and daily expenses, with six in 10 believing they need a six-figure income to avoid financial worries.

More DC plan sponsors taking a stand on retirement income
RETIREMENT RETIREMENT PLANNING SEP 20, 2024
More DC plan sponsors taking a stand on retirement income

T. Rowe Price research takes consultants and advisors' pulse on different retirement investment solutions, along with shifting views on fixed income opportunities.

Vestwell extends Commonwealth alliance with exclusive PEP partnership
RETIREMENT RETIREMENT PLANNING SEP 20, 2024
Vestwell extends Commonwealth alliance with exclusive PEP partnership

The expanded partnership, which brings in new capabilities from Futureplan, will give thousands of advisors and their business clients access to a new retirement plan option.

Pontera deepens advice access in 401(k) plans with 401GO
RETIREMENT RETIREMENT PLANNING SEP 19, 2024
Pontera deepens advice access in 401(k) plans with 401GO

The retirement-focused fintech firm's latest strategic partnership will help more plan participants get personalized guidance from their trusted advisors.

Research reveals middle-income household gap on long-term care insurance
RETIREMENT RETIREMENT PLANNING SEP 18, 2024
Research reveals middle-income household gap on long-term care insurance

Survey of middle- and upper-income consumers reveals shortfalls around familiarity, cost concerns, and the role of financial planners.

Eight in 10 Americans worried over election's impact on their nest eggs
RETIREMENT RETIREMENT PLANNING SEP 17, 2024
Eight in 10 Americans worried over election's impact on their nest eggs

Survey uncovers widespread concerns around inflation, Social Security, and tax increases' potential implications for retirement security.

1 in 8 retirees may resume working next year
RETIREMENT RETIREMENT PLANNING SEP 13, 2024
1 in 8 retirees may resume working next year

As phased retirement and "unretirement" become normal, working past the traditional retirement age of 65 helps with finances and can help slow cognitive decline.

Short-term spending spikes could dent workers' retirement security
RETIREMENT RETIREMENT PLANNING SEP 12, 2024
Short-term spending spikes could dent workers' retirement security

EBRI research on public-sector 401(k) plan participants reveals how increased reliance on credit card debt and plan loans could have long-term consequences.

Early retirees have taken a hit to their real incomes
RETIREMENT RETIREMENT PLANNING SEP 12, 2024
Early retirees have taken a hit to their real incomes

New analysis from JPMorgan Chase Institute unpacks how a rise in early retirements during the pandemic impacted older American's purchasing power.

Voya to buy $60B retirement plan business from OneAmerica
RETIREMENT RETIREMENT PLANNING SEP 12, 2024
Voya to buy $60B retirement plan business from OneAmerica

The company's deal to pick up the defined contribution business is one of the bigger ones in recent years, in an industry that keeps consolidating.

'Nearly every retiree should defer Social Security'
RETIREMENT RETIREMENT PLANNING SEP 12, 2024
'Nearly every retiree should defer Social Security'

Advisor stresses importance of income you can't outlive.

US firms' dividend boom boosts Q2 payouts to $161.5B
RETIREMENT EQUITIES SEP 11, 2024
US firms' dividend boom boosts Q2 payouts to $161.5B

Alphabet and Meta's debut as dividend payers, coupled with corporate earnings growth, added to the bullish picture of American companies rewarding shareholders.

Workers feeling retirement-ready as they reimagine their relationship with 401(k)s
RETIREMENT RETIREMENT PLANNING SEP 11, 2024
Workers feeling retirement-ready as they reimagine their relationship with 401(k)s

Nationwide survey research reveals snapshot of sentiments around retirement, economic anxieties, and need for protected income.

The US retirement system need to evolve, says TIAA Institute
RETIREMENT RETIREMENT PLANNING SEP 10, 2024
The US retirement system need to evolve, says TIAA Institute

As lifespans get longer and workers' access to DB plans decrease, researchers make the case for a "hybrid" system to support retirees.

Financial pressures pushing younger Americans away from parenthood
RETIREMENT RETIREMENT PLANNING SEP 10, 2024
Financial pressures pushing younger Americans away from parenthood

MassMutual survey shows despite three-quarters of parents indicating they prepared financially, around half still shared concerns around basic expenses and rising tuition.

Capital Group enhances multi-asset shelf with blended target-date series
RETIREMENT RETIREMENT PLANNING SEP 09, 2024
Capital Group enhances multi-asset shelf with blended target-date series

Combining CITs and ETFs, the firm's newest offerings include index-based passive exposures from State Street and BlackRock.

Women's financial confidence lag their rise as family CFOs, finds Primerica
RETIREMENT RETIREMENT PLANNING SEP 03, 2024
Women's financial confidence lag their rise as family CFOs, finds Primerica

Data from more than 7,800 women show ongoing insecurities in handling investments, but lack of representation holds many back from working with advisors

Home Depot hit with 401(k) lawsuit alleging ERISA violations
RETIREMENT RETIREMENT PLANNING SEP 03, 2024
Home Depot hit with 401(k) lawsuit alleging ERISA violations

The company's decision to offset $27.5M in contributions over a five-year period was a breach of fiduciary duty to retirement plan participants, argues class action.

What should we make of the millennial wealth comeback?
RETIREMENT RETIREMENT PLANNING AUG 30, 2024
What should we make of the millennial wealth comeback?

A 2022 Federal Reserve data snapshot showing growth in housing and financial assets should be read with care, says retirement think tank.

Half of people plan to work past 65 or never retire, survey says
RETIREMENT RETIREMENT PLANNING AUG 29, 2024
Half of people plan to work past 65 or never retire, survey says

Working longer helps with finances and psychological wellbeing, but over half of people end up retiring sooner than planned.