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New Year’s financial resolutions include building back up emergency savings tapped in 2024, according to Fidelity’s 16th New Year’s survey.

Non-retired women see the responsibility of securing a steady lifetime income being shouldered by individuals, not employers, according to a new survey by Corebridge.

According to analysts, higher equity valuations and lower fixed-income yields caused them to reduce their average safe withdrawal rate from 4.0% in 2023.

Panelists speaking at the institute’s winter policy forum made the case that a strengthened defined contribution system can partner well with Social Security for the majority of Americans.

Last month saw increased trading activity, with many mistimed flights to fixed income ahead of the U.S. election, according to Alight.

Insurance and benefits consultancy Gallagher has agreed to acquire AssuredPartners.

Among the 10,437 candidates testing this year, 6,763 candidates passed.

Those aged 73 and older must take their required minimum distribution from defined contribution plans and IRAs.

The major defined benefit consultancies all reported improved funded status in November, as strong markets offset liabilities.

The settlement, reached a little more than two months after he was fired, was about 15% of the total he was entitled to had he been terminated ‘without...

The employee benefits provider’s annual outlook also anticipates active and passive investment ‘mirroring’ in plans to mitigate risk.

Mariner completes acquisitions of Atlas Financial and Newport Advisory; Alera Group acquires Spike Risk Management; Mercer Advisors welcomes all-woman advisory team Frango Financial; and more.

The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.

Systematic withdrawals are still more commonly recommended than in-plan annuities, but that may shift in coming years, according to researchers from Escalent’s Cogent Syndicated. 

Bisignano’s background signals he will be more focused on seeking efficiencies and administration than any policy reform efforts.

Collins joins Alerus as retirement sales consultant; Vanguard strategy head to retire; Wagner Law brings on new employee benefits attorney; and more.