Browsing Tag
401(k) Retirement
901 posts
Concerned Over Investment Protection, Retirees Look to Lifetime Income
Global Atlantic Financial Group found 70% of retirement age investors have spoken to financial professionals about conservative asset allocations
DC Savings and Investing Collectively Dropped in 2022
Savings and investing within defined contribution plans fell last year, but Alight research argues the drops weren't as devastating as initially thought
Cybersecurity Breach Impacts 769,000 CalPERS Retirees
Data breach exposed names, birthdates and Social Security numbers of anyone who receives an ongoing monthly benefit payment from nation's largest defined benefit public pension fund
Median Age in America Hits Record High
Declines in birth rates over past two decades contributes to steady rise; graying population poses challenges for Social Security
Vestwell Grows MEP and PEP Capabilities
The firm provides a fully digital plan setup and onboarding process for advisors and TPAs to manage and scale multiple plans simultaneously
Corporate Roundup: Carson Group Adds $5 Billion RIA, Waverly Advisors Acquires Silicon Hills
The Carson Group announces equity partnership with Northwest Capital Management, Waverly Advisors acquires Silicon Hills Wealth Management, and more
Guaranteed Lifetime Income Solutions May Grow Retirement Spending Power
A new report by the Bipartisan Policy Center and BlackRock found that adding guaranteed lifetime income generates 29% more annual spending ability
Here’s How Much American Workers Expect to Retire Comfortably with
The newest iteration of Northwestern Mutual's Planning & Progress study reveals American workers are likelier to anticipate saving more than what is realistic
Investors Exceedingly Hire Advisors for Emotional Reasons
A Morningstar survey looks at the behavioral component surrounding investor and advisor relationships
OregonSaves Passes $200 Million Retirement Savings Mark
6 years after launch, new populations of first-time savers continue to join the nation’s first state-based auto-enrollment retirement savings program