Past the Bots: How to Implement AI for Efficiency
Now that generative artificial intelligence tools have been widely implemented in retirement planning, experts suggest advisers turn to embedded AI...
EXCLUSIVES
Advisers Using AI, by the Numbers
While 87% of surveyed advisers said they planned to use artificial intelligence-powered tools in the following 12 months, accuracy remained...
Why Data Security Is a ‘Shared Responsibility’ for Advisers
Artificial intelligence raises the stakes in the ongoing responsibility to monitor data access and review third-party vendors.
Guaranteed Income in Target-Date Portfolios Boosts Retirement Spending
Target-date portfolios with guaranteed income could effectively manage retirement risks, according to BlackRock and TIAA.
Retirement Income Strategies, by the Numbers
Nearly half of 2025 PLANSPONSOR Plan Participant Survey participants reported having less than $100,000 in total retirement savings.
Longevity Risk Requires Accurate Measurements, Adequate Solutions
Advisers can guide clients to find appropriate income options for a potentially lengthy retirement.
Expanded ABLE Account Eligibility Could Provide New Source of Retirement Income
Thanks to SECURE 2.0, people with disabilities acquired before age 46 can potentially take advantage of the savings account vehicles...
Simplifying Annuities Could Lead to Increased Take-Up
Guaranteed streams of income may seem a ‘no-brainer’ for retirees and sponsors, but hesitation to embrace one form of guaranteed...
How Income Floors Save Retirees From Underspending
Underspending is a common habit among retirees, but a minimum income with additional guaranteed sources can help retirees overcome fear...
Getting Gen X Back on Track for Retirement
As the first members of Generation X enter their 60s, experts recommend they reevaluate their savings and consider a ‘second...
Preparing for 2026 ERISA Plan Compliance
A calendar to help plan fiduciaries track important due dates for their retirement plans, given annual updates and changes.
A New Age for PEPs
Pooled employer plans have grown significantly over the last four years, as larger employers are increasingly drawn to the plans’...
PE Drives Multiple Advisory M&A Records in 2025
Aging advisory firm owners are relying on mergers and acquisitions to determine the next phase of their practices.
Private Markets for DC Plans: Evolution or Revolution?
Workers deserve diversified portfolios for their defined contribution plans, according to financial commentator Anne Lester, who identified adding private assets...
National Practices, Local Advisers
Centralized support teams and regional advisory offices are finding ways to balance best practices with customized workflows.