Corey Dahl is assistant editor with PropertyCasualty360.com. Previously, Corey was the editor of Colorado Builder magazine andS enior Manager of Content Strategy & Development at Charles Schwab.
Left-Behind 401(k)s Could Cost Americans Tens of Thousands
Low returns, high fees of default Safe Harbor IRAs can kneecap accounts left with old employers, new PensionBee analysis finds
Government Employees Worried About Retirement Prospects
More senior employees have different concerns than those less tenured
Uptick in Retirement Optimism Might Not Be Realistic
Report from State Street Global Advisors finds more savers feeling optimistic, but many still lack a plan
Paper Cuts: Congress Moves to Modernize Investor Disclosures
Bipartisan backers of “Improving Disclosure for Investors Act of 2025” say e-delivery saves time, paper and money
New Bill Targets Social Security Payments to Deceased Beneficiaries
“Valid Benefits Act” would require federal agencies to regularly check on whether adults ages 105 or older are still alive
HUB International Inks Partnership with TIFIN @Work
Agreement will bring AI-driven advice to HUB’s FinPath platform
529 Day Puts College Savings in the Spotlight
Only 2 in 5 believe they are saving enough for college as more than 43 million Americans are carrying student loan debt
PensionBee Rolls Out SEP IRA Option
Simplified Employee Pension IRAs intended to help self-employed professionals set aside enough for retirement
Income Lab Launches Social Security Modeling Tool
Advisors can tailor claiming strategies to clients’ unique needs and concerns
New Michigan Bill Would Create State Auto IRA
If enacted, Michigan would join 15 other states with automatic IRA programs in place