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The report also found a decline in future rates of mortality improvement. 

TIAA is helping its plan sponsor clients create their own National Retirement Security Week campaigns with ready-to-use content, while Mutual of America is conducting on-site group presentations.

Debt is getting in the way of saving for retirement, and many want help with investing, preferring to work with an adviser in person, a survey found.

The aim is to meet employees’ growing calls for personalized and holistic financial wellness guidance.

PGIM Rolls Out First of Set of ETF Expansion; Invesco Acquires MassMutual Asset Management Affiliate; and Horace Mann and SWBC to Offer Investment Solutions for Educators.

The system analyzes emails, notes and text messages to predict client needs.

The tool includes accountability features and data collection options.

The automated 401(k) provider says its new Partner Portal is designed to serve as the user interface for partners to more efficiently manage their client referrals.

Mesirow Financial will serve as the 3(38) investment manager for TAG's 401(k) Aggregated Solution.

This is true for only 43% of all business owners.

Clients with defined benefit plans that are currently enjoying a bump in funded status may want to act soon to lock in those gains while market conditions remain...

There may be more upfront effort with smaller clients, but once they are on board, they take less time, according to Cerulli.

The new website is designed to be a one-stop place for investors and retirees to have their Social Security retirement questions answered, including when to claim.

A report from Deloitte explores mechanisms to prevent loan leakage, including policy changes to plan design, loan education programs, debt consolidation, payroll program automation, and 401(k) loan insurance.

PIMCO Acquisition Expands Municipal Bond Business; TIAA Adds Guaranteed Income to Custom Default Solutions; Franklin Templeton Adds Regional ETFs to Lineup; and more.

The firm has revamped its Aviator 401(k) program, now adding simplified investment lineups, affordable pricing, and fiduciary support services to its offerings. 

This means building trust by underscoring that they are acting in the client’s best interest and also getting to know them personally.

Based on the results of a new CANNEX study, advisers who are looking to provide clients with guaranteed income should seriously consider both income annuities and savings annuity...

Financial wellness programs can leverage employees' financial personalities to decide their approach to financial wellness programs, PwC says.

Employees are changing jobs more frequently than ever before, says Mark Koeppen at FPS Trust; when they go missing, this can lead to wasted time and money spent...