Half of New Retirement Plan Adopters Opt for Pooled Plans
Transamerica survey finds 77% had little to no familiarity with pooled plans prior to adoption
Fiduciary Duty, Reg BI Highlight SEC 2025 Exam Priorities
Fiduciary duty, standards of conduct, cybersecurity and AI among SEC Division of Examinations FY 2025 priorities released today
Q&A with John Hancock’s David Cohen: Exploring the Growing Popularity of CITs in Retirement Plan Lineups
John Hancock’s David Cohen explains why Collective Investment Trusts are increasingly being favored in target date funds
The Road to Better Retirement Outcomes with MFS’ Jeri Savage
In this episode, discover retirement saving trends, financial priorities, and misconceptions about target date funds from the latest MFS survey.
Fortune Ranks 25 Best Places to Retire Affordably
California town tops list as new study finds West Coast and New England locations offer retirees best value
4 in 10 Taking Early 401(k) Withdrawals; 2 in 3 Not Paying it Back
New FinanceBuzz survey finds “record” number of people taking early withdrawals with the average amount being about $15,000
Great Wealth Transfer an ‘Existential Threat’ to Advisors?
Natixis 2024 Survey of Financial Professionals finds 41% say generational wealth transfer poses a threat to their business
T. Rowe Price, Pacific Life Partner on New In-Plan Lifetime Income Solution
Managed Lifetime Income combines a managed payout investment from T. Rowe Price with a QLAC from Pacific Life
4 Notable Themes from the LeafHouse National Retirement Symposium
LeafHouse leader Todd Kading and the LNRS lineup of speakers had plenty of sage advice for attendees at the event, centered on the need to be bold and disrupt the status quo
Highlighting Fixed Income Opportunities with Invesco’s Matt Brill
Since the rapid rise in interest rates over the past few years, fixed income has come back into the spotlight. As the Federal Reserve begins cutting interest rates, retirement plan advisors might now be wondering how this shift will impact core bond and core plus bond portfolios.