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HSAs Continue to Gain Steam, Top $146B in Assets
Health savings account adoption spans socioeconomic spectrum, according to a survey from the Devenir Group.
Independent RIAs to Increase by 12% by 2028
Over the next three years, independent registered investment advisers will be the fastest-growing portion of the advisory landscape, according to Cerulli.
Medicare Awareness Is Crucial Missing Piece in Retirement Planning
Working seniors need professional advice when making coverage decisions, but only 21% of retirees with advisers receive health care planning, according to T. Rowe Price.
2025 Top Retirement Plan Adviser: Sean Kelly
Thoughts from Sean Kelly, with Heffernan Financial Services.
2025 Top Retirement Plan Adviser: Shane Hanson
Thoughts from Shane Hanson, with Freedom Fiduciaries.
Long-Term Care’s Unexpected Costs and Their Effect on Retirement Security
About 80% of 65-year-olds will need some form of long-term care, according to the Center for Retirement Research at Boston College.
IRI Says DOL Proposal Could Disrupt Annuity Inclusion in Retirement Plans
The Insured Retirement Institute filed comments urging the Department of Labor not to withdraw a longstanding safe harbor regulation.
Interest Accrual for SAVE Plan Loans Resumes
The change to the student loan debt relief program used by 7.7 million borrowers is effective August 1, according to a Department of Education announcement.
Product & Service Launches 7/31/25
Vestwell announces multilingual savings platform; Nationwide to sell Midland National commission-free indexed annuity; State Street Investment Management and Xtracker launch ETFs.
Older Investors Can Benefit From Personalized Retirement, Investment Solutions
A study from T. Rowe Price, in conjunction with MIT and Stanford, found that investors older than 50 have diverse preferences about equity exposure.
Staffing Up: The When and How for Retirement Plan Advisory Firms
The timing and process of hiring new additions requires significant attention and care from firm leaders.
Global Defined Contribution Organizations Consider Retirement Income Top Issue
A report said few DC systems are currently equipped to deliver income through the decumulation phase in a “standardized or robust way.”
Participants Are Less Optimistic About Reaching Savings Goals, Schwab Survey Finds
More than half (57%) of participants surveyed considered inflation a top obstacle to achieving a comfortable retirement.
2 ESOP Bills Advance Out of HELP Committee in Unanimous Vote
A third ESOP bill was originally scheduled to be voted on during the hearing, but no vote was held
Retirement Health Care Costs Up 4% From Last Year’s Estimate, Fidelity Report Finds
The report found that the increase is consistent with a “general upward trajectory of projected health-related expenses” for retirees.
Vestmark, Fidelity Offer Open-Architecture Portfolio Platform
The model portfolios can include semi-liquid interval funds, SMAs, ETFs and mutual funds.
2025 Top Retirement Plan Adviser: Robert Vaughan
Thoughts from Robert Vaughan, with UBS - South Central Group, UBS Financial Services Inc.
2025 Top Retirement Plan Adviser: Phil Sherman
Thoughts from Phil Sherman, with Deschutes Investment Consulting LLC.
Complaint Alleges ERISA Breaches in Siemens Energy 401(k) Plan
According to the complaint, Siemens Energy retained in its plan underperforming investment options, including its proprietary stable value fund that delivered lower returns than comparable plans available on the...
ESOP Association Launches Campaign Pressing For Aronowitz’s EBSA Confirmation
The campaign includes a website, which urges Aronowitz’s confirmation and includes sections called “How ESOPs Benefit Everyone” and “What’s the Problem with EBSA?”