Senator Warren Wants to Reform Social Security Supplemental Income
'The average monthly SSI benefit is below $600, which would keep many elders in poverty'
Wade Pfau on ‘Sequence of Inflation Risk’, the 4% Retirement Withdrawal Controversy, and More
Dr. Wade Pfau ran neck-and-neck with Morningstar’s Christine Benz as our most popular podcast guest of 2021 and…
CAPTRUST Acquires $100 Billion Retirement Plan Consulting Firm
The acceleration of retirement advisory deals reflects many factors including increasing buyer demand and competition, strong deal terms, and improving buyer platforms
SEC Halts Ponzi Scheme Targeting Veterans’ Retirement Funds
Many fraudsters take advantage of the trust that having something in common creates, called affinity fraud
Diversity and Inclusion Key to Financial Wellness Programs
'Focusing on DE&I can help with attraction and retention of workers while helping promote a more equitable environment ...'
Managed Account Providers Well-Positioned for Decumulation Wave
They can help participants make prudent, informed decisions related to withdrawals, according to Cerulli
Senate Committee to Consider EBSA Nominee (Again)
Because the Senate failed to act before Congress adjourned for the holiday, the HELP committee must reapprove the nomination
Pandemic-Related Savings Reveal Worker Contradictions
A survey found reduced levels of worry, possibly correlated to pandemic-related savings—lower commuting, entertainment, leisure, and travel expenses
Pension Plans Cheaper than 401ks, Report Argues
'The cost differences are a key consideration for employers and policymakers'
The Wall Street Journal Takes Aim at Target-Date Funds
Is the advisor desire to use higher-cost managed accounts fueling TDF criticism?