Browsing Tag
401(k) Retirement
901 posts
Franklin Templeton Acquiring Putnam Investments
“Strategic partnership” accelerates Franklin Templeton’s growth in the retirement sector and significantly increases its defined contribution AUM to approximately $90 billion
Most Retirees Want a Retirement Planning ‘Do-Over’
New study from Lincoln Financial Group finds more than 60% of retirees wish they would’ve planned better
Corporate Roundup: New Hires for Securian Financial and Nationwide
Securian Financial and Nationwide Retirement Solutions announce the latest hires within their organizations
Retirement Account Balances Increase Across the Board
Latest findings from Fidelity Investments show 401(k) account balances increased 4%, while IRA and 403(b) balances grew 5% and 6%, respectively
Corporate Roundup: Endeavor Law, IRIC Reveals New Board of Directors
Endeavor Retirement expands its services, while IRIC appoints industry leaders to its board of directors, and more
Higher Default Options Can Lead to a Retirement Savings Boost
New research from Voya finds plan sponsors who focus on optimal retirement plan design settings are likelier to see higher savings rates from their employees
Four Questions to Grow Your Practice with Nonqualified Deferred Compensation Plans
Anthony Bunnell of Morgan Stanley breaks down how to talk about NQDC plans with high net-worth or emerging wealth clients
65% of Workers Say They Will Need to Save More for Retirement
The new DC Pulse survey from MFS finds investors are also wanting emergency savings benefits from their workplace plans
Cannonballs, Curveballs and Windfalls: Course Corrections Essential to Thriving in Retirement
Edward Jones and Age Wave research reveals today’s retirees and pre-retirees are showing increasing resilience, willingness to make changes
DOL Prioritizing ESG, New Fiduciary Rule and SECURE 2.0 Projects, Says Gomez
Assistant Secretary of Labor Lisa Gomez touched on the DOL’s priorities in the next year, including a potential upcoming fiduciary rule, enhanced education on ESG factors, and SECURE 2.0