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For retirement-age investors, it’s about keeping their nest eggs safe
Survey of pre-retirees and retirees reveals a major focus on capital protection, with a strong preference for stability and guaranteed income.
DC plans aren’t diving into the private markets
Despite the popularity of private credit and PE, Cerulli research finds obstacles blocking their wider adoption in 401(k) retirement plans.
Seven-tenths of aspiring homeowners are waiting for the Fed’s cue, says BMO
Poll of US adults finds nearly a third dipping into 401(k) retirement plans as cost-of-living concerns and other stressors pile up.
Majority of women agree a retirement storm is brewing
Faced with rising living costs and debt, majority of women call for immediate action on Social Security and pension plans.
Most workers, retirees have retirement income confidence
New EBRI research sheds fresh light on sentiments around inflation, Social Security benefits, and use of guaranteed income products.
Retirement confidence flagging for most older US adults: AARP
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.
BlackRock unveils its answer to the looming retirement crisis
The world’s largest asset manager has unveiled a new paycheck-for-life solution to support financial security among DC plan participants.
Nationwide’s Eric Henderson set to step down
The president of the financial giant’s annuity business is exiting at the end of 2024, capping off a transformative four-decade career.
Fidelity hits HSA record amid assets, adoption boom
Firm is now the second-largest provider of health savings accounts, with HAS assets quadrupling to $24B since 2020.
Speed of DOL fiduciary rule rollout branded ‘unAmerican’
Opponents left disappointed after final rule released, DOL accused of 'conducting an ideological campaign to ban commissions'.
Industry holds breath on DOL’s final fiduciary rule
Following debate from advisors and retirement plan stakeholders, the Department of Labor is set to unveil its final decision on the rule.
Financial footprint of student loan debt
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.
Time for businesses to personalize benefit plans?
Franklin Templeton poll reveals workers’ focus on health and retirement benefits, including HSAs, 401(k) options, and target-date strategies.
Captrust M&A head Benton reveals departure plans
The four-decade veteran behind the firm's inorganic growth strategy is departing to start his own business.
Employers falling short of workers’ benefits expectations
Two national surveys examining employer-provided plans point to gaps in retirement confidence and health benefits.
What’s a 401(k)? Two-fifths of Americans admit they don’t know
National poll reveals worrying knowledge gaps, demographic differences in financial habits, and popular money-saving strategies.
Two-thirds of peak boomers are facing a retirement cliff
With an unprecedented wave of Americans set to retire, an analysis points to a looming generational crisis.
Couples in sync on retirement goals, but at odds on specifics
Survey shows that despite having shared values, couples have conflicts and gaps around retirement savings, expenses, and estate plans.
Could retirement fluency cure Americans’ financial uncertainty?
Research report from TIAA Institute reveals troubling knowledge gaps around Social Security, Medicare, and retirement savings options.
Once again, IRS waives RMDs for beneficiaries subject to the 10-year rule
The new relief on required minimum distributions for this year builds on previous IRS relief for RMDs in 2021, 2022 and 2023.
