Retirement Planning

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OneDigital acquires $350 million advisory firm
RETIREMENT RETIREMENT PLANNING SEP 30, 2021
OneDigital acquires $350 million advisory firm

Praxis Consulting, based in Sacramento, California, has $240 million in retirement plan assets and $110 million in personal advisory assets.

On a hiring spree? Retirement income could help lure workers
RETIREMENT RETIREMENT PLANNING SEP 29, 2021
On a hiring spree? Retirement income could help lure workers

About 70% of people surveyed said they would choose a job with that feature over a similar one without it, according to a survey by TIAA.

Annuity sales reach near-record in second quarter
RETIREMENT RETIREMENT PLANNING SEP 28, 2021
Annuity sales reach near-record in second quarter

Sales hit $68.2 billion, up by 40% from the second quarter of 2020, according to the Secure Retirement Institute.

The biggest gaps in Medicare: Dental, hearing and vision coverage
RETIREMENT RETIREMENT PLANNING SEP 28, 2021
The biggest gaps in Medicare: Dental, hearing and vision coverage

A new study details the uncovered costs retirees face for those services as Congress considers expanding Medicare Part B to include such coverage.

Media coverage of Social Security could affect claiming age
RETIREMENT RETIREMENT PLANNING SEP 27, 2021
Media coverage of Social Security could affect claiming age

A new study from the Center for Retirement Research at Boston College found news reports could lead to misconceptions about Social Security trust funds, and could influence retirement savers to claim earlier than otherwise planned.

Delaying DOL fiduciary rule would give small RIAs time  to comply
RETIREMENT RETIREMENT PLANNING SEP 24, 2021
Delaying DOL fiduciary rule would give small RIAs time to comply

'A lot of smaller RIAs don’t understand the magnitude of the work necessary to comply by December,' said Brad Campbell, a former assistant Labor secretary.

More companies planning PEPs, with potential in auto-IRA states
RETIREMENT RETIREMENT PLANNING SEP 24, 2021
More companies planning PEPs, with potential in auto-IRA states

States such as California, Oregon and Illinois are requiring small businesses to either provide their own 401(k)s or sign up for the state program — and that is a massive opportunity for startup plans.

Lockton acquires advisory firm consultancy
RETIREMENT RETIREMENT PLANNING SEP 24, 2021
Lockton acquires advisory firm consultancy

The insurance broker is buying Freedom Partners, which provides back-office services for financial advisory firms.

Congressmen propose portable retirement accounts
RETIREMENT RETIREMENT PLANNING SEP 23, 2021
Congressmen propose portable retirement accounts

The measures would require everyone in the country to receive a portable account at the time they are given a Social Security number.

What drives value for RPA firms?
RETIREMENT RETIREMENT PLANNING SEP 22, 2021
What drives value for RPA firms?

RPAs with strong wealth management businesses and leadership will command a premium price, among other factors.

Small retirement accounts, prone to cash-outs and getting lost, a growing problem
RETIREMENT RETIREMENT PLANNING SEP 22, 2021
Small retirement accounts, prone to cash-outs and getting lost, a growing problem

With the number of small accounts likely to rise as more states adopt auto-IRA programs, the U.S. could benefit from single-account systems, automatic portability and other reforms, Brookings found.

TIAA participants waiting longer to retire
RETIREMENT RETIREMENT PLANNING SEP 22, 2021
TIAA participants waiting longer to retire

Required minimum distributions are becoming the de facto default distribution choice for retirees, TIAA data show.

OneDigital offers retirement plan for small businesses
RETIREMENT RETIREMENT PLANNING SEP 22, 2021
OneDigital offers retirement plan for small businesses

The offering aimed at companies with 100 or fewer employees includes a financial wellness component.

Why more advisers are taking the free dinner seminar off the menu
RETIREMENT RETIREMENT PLANNING SEP 21, 2021
Why more advisers are taking the free dinner seminar off the menu

A free meal can help win new clients, but some advisers say the prospecting strategy is dated and projects a bad image.

Vanguard, Retirement Clearinghouse to offer automated plan transfers
RETIREMENT RETIREMENT PLANNING SEP 21, 2021
Vanguard, Retirement Clearinghouse to offer automated plan transfers

The service is designed to encourage retirement savings and discourage workers from cashing out 401(k)s when they change jobs.

HSA holders aren't maximizing accounts, EBRI says
RETIREMENT RETIREMENT PLANNING SEP 21, 2021
HSA holders aren't maximizing accounts, EBRI says

The research finds that funds in health savings accounts are being used for current expenses, rather than being invested for costs during retirement.

AssetMark launches pooled employer plan
RETIREMENT RETIREMENT PLANNING SEP 20, 2021
AssetMark launches pooled employer plan

The plan is aimed at small to midsize businesses that have less than $25 million in retirement plan assets

Tax perks nudging employers to help pay workers' student loans
RETIREMENT RETIREMENT PLANNING SEP 20, 2021
Tax perks nudging employers to help pay workers' student loans

Most employers have tuition-reimbursement budgets, though they hardly spend them. Those budgets instead could go to student loans.

Toward a national auto-IRA
RETIREMENT RETIREMENT PLANNING SEP 20, 2021
Toward a national auto-IRA

While industry groups argue the programs will take business away from advisers, there are still ways to get involved in the retirement planning process.

Retirement security answers take teamwork
RETIREMENT RETIREMENT PLANNING SEP 20, 2021
Retirement security answers take teamwork

A recent report by Natixis speaks to areas that can be addressed to improve U.S. retirement security, and there’s plenty of evidence about what needs to be done.