Weekday news and analysis for retirement plan advisers

Friday, March 28, 2025 Exclusives | Awards | Research | Events

Data & Research Less Than Half of Americans Satisfied With Their Financial Advice A TIAA Institute and MIT AgeLab survey finds consumers working with advisers are more satisfied with financial advice, underscoring the value and need for greater access to financial professionals. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Social Security Administration Extends Identity Proofing Requirements The SSA also made an exception to the in-person requirement for for those applying for certain services, although the exception does not apply to those applying for Retirement benefits.

Today’s Most Read 1. Beyond the Annuity Puzzle: Rewiring the Psychology of Lifetime Income 2. A Side Gig Retirement Plan 3. DOL Reconsidering Biden-Era ESG Considerations Rule

Product and Service Launches – 3/28/25 World Investment Advisors launches investment management platform WorldMAP; eMoney Advisor enhances needs analysis feature; Financial Finesse and SecureSave announce partnership; and more.

Workers Concerned About Retirement Savings, Want Support Nearly half (49%) of Americans “strongly agree” or “agree” their retirement plan savings are the only significant emergency savings they have, according to a Voya survey.

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