Social Security Trust Fund May Fall Short One Year Earlier Than Expected
Social Security's largest trust fund may be depleted in 2034, one year earlier than previously estimated, according to its Board...
In Practice
Women Who Work With Financial Professionals Feel More Prepared for Retirement
Separately, CFP launches an endowed scholarship to cultivate more female financial advisers.
Latino-Owned Businesses May Be Poised for 401(k) Plan Growth
As state mandates for small businesses take hold, industry players see opportunity in reaching the underserved Latino population.
Capital Group: Now is Optimal Time to Sell Retirement Plans
An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state...
US Workers’ Retirement Readiness Declines Amid Market Volatility
American savers only have 78% of the income needed to cover expenses during retirement, according to Fidelity, down from the...
EBRI Selects Barb Marder of Mercer as New CEO
Barb Marder moves from leadership positions at Mercer to be the new president and CEO of EBRI.
Retirement Advisers See Increased Scrutiny on Fees, Services
Requests for proposal from plan sponsors for DC advisory services are on the uptick, according to industry players.
Non-Immediate Vesting Does Not Help Companies Retain Employees
According to retirement experts at an EBRI hosted webinar, vesting forfeitures are easy to time and easy to outweigh with...
Experts Predict Major Growth in Retirement Coverage, Benefits
By year-end 2026, 88% of employers are projected to provide a defined contribution plan, according to new report from Transamerica.
Americans Appear Committed to Preserving Retirement Savings Despite Market Volatility
Only 2.5% of DC plan participants halted contributions to their plans in 2022.
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
More than 20% of advisers said clients spend between a quarter and half of their time on plan administrative tasks...
The Financial Wellness Side of SECURE 2.0
Experts at a PLANADVISER webinar discuss how SECURE can push forward more than just retirement savings.
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
CEO Dan Houston discusses recent moves furthering the firm's asset management focus.
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Experts at a DB Summit discussed the resurgence of cash balance plans and the advantages of variable benefit plans tied...
Women of Color Taking More Confident Approach to Financial Future
According to data from Edelman Financial Engines, 67% of women of color reported securing a better financial path than the...
Labor Tightness Drives More Immediate Eligibility for Retirement Deferrals
The tight labor market has pushed employers to offer attractive retirement savings plans, according to experts at Vanguard and Fiducient...
Shifting Adviser Preferences Transform Broker/Dealer Revenue
Advisers gravitate toward ETFs, SMAs, ESGs and products emphasizing flexibility, sustainability and lower cost.
DCIIA Courting Retail Investment Advisers
The well-known industry association opens its umbrella in yet another sign of retirement and wealth advisement drawing closer.
DB Pension Risk Transfers May Slow Due to Lack of Liquidity
Experts at last week’s PLANADVISER DB Summit discussed the challenges of transferring risk despite high interest rates.
Within ESG, Companies Most Engaged with Environmental, Social Issues
A recent report from ISS ESG indicated that environmental topics receiving the most attention related to water and biodiversity. The...