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Most Americans Seek Best Interest in Retirement Advice
Nearly all respondents surveyed in a CFP Board study believe that financial professionals should serve in the best interest of clients, even when making one-time recommendations and other one-time advice
Traditional 401(k) Holders Could Deplete Savings Quicker Than Roth Participants
The study by the American Accounting Association analyzes the behavior of "deferred-tax" and "currently-taxed" participants when spending money in retirement
Access to 401(k)s Surges Past 70 Million in 2023: Capitalize
New Capitalize 401(k) Statistics Tracker finds 6 in 10 U.S. workers now have access to a 401(k) at work
Retirees’ Expectations Don’t Align with Their Reality
Most retirees envision spending their retirement traveling or exercising, but MassMutual research finds that's not always the case
Americans Experience Dips in Financial Security
Northwestern Mutual reports record-highs in the number of workers who feel financially insecure
Participants Look Forward to ‘Non-Traditional’ Retirements
Employees envision focusing on personal passions in a phased retirement, finds Fidelity's new 2024 State of Retirement Planning report
DOL Retirement Security Rule Now Under OMB Review, But Changes Unknown for Now
Controversial rule expected to be fast-tracked in effort to make it effective prior to November election while opponents renew calls for its withdrawal
CITs in 403(b)s Bill Headed to Senate
A day after three amendments including 403(b) plan parity and e-Delivery fixes were passed, the Expanding Access to Capital Act clears House
Corporate Roundup: Women-Led RIA Opens; Nationwide Hires Protected Retirement Leader
RIA Expressive Wealth launches, Nationwide selects leader to Protected Retirement team, and more
CITs in 403(b)s Clears Another Hurdle
House approves amendment with strong bipartisan support Thursday, with a broader package of three amendments set for a vote Friday