4 Key Themes in JPMAM’s 2025 Guide to Retirement
The need for long-term investing, guaranteed income and understanding Social Security strategies among highlights in 13th edition of Guide
How America Saves 2025 Preview: 5 Key Takeaways
Auto escalation leads to 45% of participants at Vanguard increasing their deferral rate in 2024, the highest rate in the 24 years of the recordkeeper’s annual survey
Key Role of 401(k) Auto-Enrollment, Employer Matching Highlighted in Study
New research from ICI and BrightScope says these mechanisms are critical to encouraging workers to save for retirement
Social Security Administration Cutting 7,000 Jobs in DOGE-Initiated Restructuring
Former SSA Commissioner O’Malley warns of potential system collapse as Democrats rail against personnel cuts and widespread field office closures
Women Expect 2025 to be ‘Year of Living Practically’ Financially: Fidelity
Fidelity Investments study delivers insights into the current state of women’s financial wellness
Amy Glynn Named New President at Viking Cove Institute
Major leadership transition news kicks off VCI’s annual leadership summit as Glynn will succeed Bill Chetney Jr., who is moving to industry firm (k)new era
401(k) Millionaire Ranks Grew 27% in 2024: Fidelity
Recordkeeper’s latest analysis shows average 401(k) balances were up 11% last year
Capitalize Digital Rollover Tech Coming to Webull Platform
Capitalize’s Rollover API will allow users to seamlessly transfer legacy 401(k)s into Webull retirement accounts
Top Wealth-Creating—and Wealth-Destroying—Stocks of Past 10 Years
Morningstar portfolio strategist Amy Arnott identifies 15 big hits and big misses from 2015-2024
‘2025 National Retirement Summit’ Coming March 12 from BlackRock, Bipartisan Policy Center
Invitation-only event will bring 250 industry leaders, policymakers and execs together in D.C. to prioritize policy supporting personal savings