Weekday news and analysis for retirement plan advisers

Thursday, March 27, 2025 Exclusives | Awards | Research | Events

Data & Research Traditional IRAs the Destination for Rollover Dollars, Roth IRAs Capture Conversions and Contributions Thirty-one percent of households owned IRAs in 2022, according to a report from the Congressional Research Service. Among IRA-owning households, the median balance was $87,000, and the average balance was $309,130. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Academics Receive Awards for Research Advancing Financial Planning The Financial Planning Association and the “Journal of Financial Planning” announced the academic researchers who earned the 2024 Best Research Award for work about spending trends in retirement and the distinction between financial stress and anxiety.

Today’s Most Read 1. Russell Investments, ICI Join BlackRock, Charles Schwab Among Those Announcing Trump Account Contribution Plans 2. Supreme Court Hears Arguments to Determine How Multiemployer Plans Assess Withdrawal Liability 3. Another Court Sides With Employer in Forfeiture Case

401GO Expands 3(38) Services Through Mesirow Partnership Mesirow’s 3(38) fiduciary services will be integrated within the 401GO retirement platform and available to the approximately 1,400 financial adviser partners working with the 401GO recordkeeping system.

Stress and Burnout Causing Lost Workplace Productivity Workplaces prioritizing mental health see 13% higher productivity, employees are 2.3 times less likely to report feeling stressed, and there is a 2.6 times higher likelihood of reduced absenteeism, a 2023 Gallup Poll found.

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