Weekday news and analysis for retirement plan advisers

Thursday, December 12, 2024 Exclusives | Awards | Research | Events

Data & Research Morningstar Drops Recommended Safe Withdrawal Rate to 3.7% According to analysts, higher equity valuations and lower fixed-income yields caused them to reduce their average safe withdrawal rate from 4.0% in 2023. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Why Women Are Navigating a New Financial Landscape Non-retired women see the responsibility of securing a steady lifetime income being shouldered by individuals, not employers, according to a new survey by Corebridge.

Today’s Most Read 1. 401(k) Excessive Fee Litigation Spiked to ‘Near Record Pace’ in ’24 2. Transamerica Introduces New Logo 3. John Hancock Retirement Announces Partnership With Vestwell

Americans Looking Ahead to Year of ‘Living Practically’ New Year’s financial resolutions include building back up emergency savings tapped in 2024, according to Fidelity’s 16th New Year’s survey.

EBRI Panel: DC Plans, Social Security Can Create Strong Retirement Security Net Panelists speaking at the institute’s winter policy forum made the case that a strengthened defined contribution system can partner well with Social Security for the majority of Americans.

Economic and Market Outlooks for the Year Ahead Next year’s outlook emphasizes growth from easing policies, AI and infrastructure.

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