Retirement Planning

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Mortgage and credit card debt a reality for over a quarter of retired investors
RETIREMENT RETIREMENT PLANNING JUL 08, 2024
Mortgage and credit card debt a reality for over a quarter of retired investors

More retirees are discarding traditional strategies as higher expenses and obligations put them on the financial back foot.

Gen X could get trillions in inheritance over 10 years
RETIREMENT RETIREMENT PLANNING JUL 03, 2024
Gen X could get trillions in inheritance over 10 years

Advisors have opportunities to help clients and their children handle wealth transfer.

One-third of healthcare workers aren’t confident about retirement
RETIREMENT RETIREMENT PLANNING JUL 02, 2024
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
RETIREMENT RETIREMENT PLANNING JUL 01, 2024
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
RETIREMENT RETIREMENT PLANNING JUN 27, 2024
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?
RETIREMENT RETIREMENT PLANNING JUN 26, 2024
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
RETIREMENT RIAS JUN 25, 2024
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
RETIREMENT RETIREMENT PLANNING JUN 25, 2024
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.

Cost of living remains a concern for workers, retirement confidence declining
RETIREMENT RETIREMENT PLANNING JUN 25, 2024
Cost of living remains a concern for workers, retirement confidence declining

Working Americans need more financial wellbeing support from employers.

With 10 years to go, near-retirees have a shot to avert the midlife retirement crisis
RETIREMENT RETIREMENT PLANNING JUN 24, 2024
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
RETIREMENT RETIREMENT PLANNING JUN 21, 2024
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
RETIREMENT RETIREMENT PLANNING JUN 20, 2024
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
RETIREMENT RETIREMENT PLANNING JUN 18, 2024
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”
RETIREMENT RETIREMENT PLANNING JUN 18, 2024
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?
RETIREMENT RETIREMENT PLANNING JUN 17, 2024
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
RETIREMENT RETIREMENT PLANNING JUN 17, 2024
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
RETIREMENT RETIREMENT PLANNING JUN 14, 2024
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
RETIREMENT RETIREMENT PLANNING JUN 14, 2024
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
RETIREMENT RETIREMENT PLANNING JUN 13, 2024
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?
RETIREMENT RETIREMENT PLANNING JUN 13, 2024
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.