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Big Firms Help CFP Professional Ranks Top 100,000 Threshold
CFP Board says leading financial firms championed growth of Certified Financial Planner ranks with a record 6,541 new certificants in 2024
Most Plan Participants Seriously Uninformed About How Much to Save, 4% Rule
Principal research finds vast majority of workers are utilizing their 401(k), but have big misconceptions around savings benchmarks and planning for income in retirement
Proposed Rule to Help Fiduciaries Properly Value Employer Stock in ESOPs
DOL proposed regulation provides guidance for fiduciaries to ensure employer stock bought, sold by employer stock ownership plans is at fair market value
Gen X Worried Rising Cost of Living Will Hurt Retirement Plans
New Allianz Life survey finds 81% of Generation X has this worry as oldest members turn 60
Key DC Trends Shaping the Retirement Industry in 2025
A T. Rowe Price U.S. Retirement Market Outlook webinar highlighted major themes impacting the retirement space in 2025
DOL Updates Voluntary Fiduciary Correction Program
Improvements including new self-correction tool help employers, plan officials comply with ERISA and protect workers’ benefits
John Hancock Retirement, Vestwell Partner on ‘FutureStep’ Launch
New open-architecture retirement plan to be available in “early 2025”
DOL Announces Enforcement Relief for Missing Participants
New policy offers plan fiduciaries option for handling small payments when beneficiary cannot be located
Americans Target Financial Confidence for New Year
More adults are also building emergency savings for the unexpected, finds a New York Life Wealth Watch survey
IRS, Treasury Department Release Proposals on Catch-Up Contributions and Auto Enroll
The proposed guidance comes as a surprise, as many of the provisions were already enacted on Jan. 1