Data & Research June 28th, 2023 BlackRock, Policy Group Detail Results of Delaying Social Security, Adding Guaranteed Income Researchers ran participant simulations to show retirement income spending power could get an almost 30% boost with the strategies.
Data & Research June 27th, 2023 Fidelity Sees Jump in Quantity, Value of RIA M&A Deals Since 2020 During the last three years, 492 transactions took place, compared to 146 during a similar period from 2017 through 2019.
In Practice June 27th, 2023 Experts: Plan Committees Need Consistent Focus on Cybersecurity Communicating digital safeguards to participants and engaging IT teams are key, experts said at the PLANSPONSOR National Conference.
In Practice June 26th, 2023 Are Your Clients Insured Against Cyber Threats? Experts share tips for how plan sponsors can protect themselves from the increasing threat of cybersecurity attacks and evolving litigation.
Data & Research June 23rd, 2023 Median Retirement Plan Value Hits Record Low in 2022 Market volatility also contributed to declines in average plan balances, contribution rates and overall plan participation, according to Alight.
Data & Research June 21st, 2023 One-Quarter of Pre-Retirees Expect to Delay Retirement, According to Nationwide An additional 15% are unsure if they will ever be able to retire.
In Practice June 21st, 2023 New 401(k) Plan Market Offers ‘Blue Ocean’ for Retirement Advisers Vestwell’s director of plan design makes the case for advisers to work on small plans, while Sallus Retirement growth officer...
Data & Research June 20th, 2023 Vanguard’s ESG Support Half That of BlackRock, State Street Of a sample of shareholder proposals linked to ESG, Vanguard opposed almost three-quarters.
In Practice June 20th, 2023 Know Your GLWBs: Assessing Annuity Vehicles as In-Plan Income Options In-plan guaranteed retirement income options are much discussed, but less often implemented. Here are resources for evaluating and implementing the...
In Practice June 20th, 2023 Emotional Needs Outweigh Financial for People Working With FAs People more often turn to advisers for coaching and piece of mind than for specific financial needs, according to new...
Data & Research June 15th, 2023 Great Resignation Drives 20% Jump in Forgotten 401(k) Accounts The left-behind 401(k) accounts are estimated to hold about $1.65 trillion in assets, as of May.
Data & Research June 15th, 2023 Auto Enrollment Drives Record Plan Participation, Vanguard Reports After adoption of automatic enrollment increased consistently over 15 years, plan participation reached a record high in 2022.
Data & Research June 14th, 2023 US Retirement Assets Grow to $35.4 Trillion in Q1 Retirement assets accounted for 31% of all household financial assets at the end of March 2023, according to ICI.
In Practice June 14th, 2023 TIAA Research: Retirement Plan Advisers Target Efficiency Advisers are looking for maximum efficiency while broadening their range of products and services.
Data & Research June 14th, 2023 How Emergency Savings Serves Low-Income Households BlackRock research shows that emergency savings balances helped low-income households keep more money in their retirement savings accounts during the...
In Practice June 13th, 2023 As Health Care Regs Tighten, Retirement Advisers May Have a Role Retirement plan advisers can assist peers with health care plan sponsor fiduciary rules, according to some industry players.
In Practice June 12th, 2023 Top Retirement Plan Advisers Weigh In on Potential, Pitfalls of SECURE 2.0 PLANADVISER’s top retirement adviser pulse survey finds optimism about the legislation, alongside a healthy dose of questions and advice for...
Data & Research June 12th, 2023 Prudential Research Finds Gen X Particularly Unprepared for Retirement A survey from Unbiased shows similar findings, with only 30% of U.S. adults reporting high levels of confidence about their...
Data & Research June 6th, 2023 Young Employees Pulling Back on Retirement Contributions Morgan Stanley at Work study reveals retirement saving erosion, as retirement head Bunnell notes the ‘central role’ of retirement plan...
In Practice May 31st, 2023 House Passes Small Entity Update Act to Evaluate Size Cutoff for Advisories The bill would require the SEC to study and update its definition of ‘small entity,’ which could significantly impact independent...