Search results for: ike ing

Hiring 3(38) investment managers can reduce employers’ exposure to claims tied to investment performance, but they still need to be monitored.

Financial advisers were less risk-averse and preferred a longer time horizon for retirement planning than surveyed investors, according to Capital Group.

The average monthly benefit for retired workers will rise to $2,064 from $2,008, starting in January, following the announcement of the annual cost-of-living adjustment.

More than six out of 10 surveyed employees wanted human interaction when discussing sensitive life events in the context of benefits support, rather than use AI and digital...

From helping clients regain a sense of financial control to locating held-away retirement accounts, Pontera details the key roles filled by financial advisers.

SECURE 2.0 provisions concerning Roth catch-up contributions and plan forfeitures need to top of mind for plan advisers for the remainder of the year.

The defined contribution pooled employer plan is best suited for plans with more than 80 participants and less than $2.5 million in assets, according to Vestwell.

From insurance overlays to TIPS ladders, retirees have options to replenish their savings, rather than only withdrawing and risking account depletion.

Colbert Narcisse, the chief product and business development officer for TIAA, proposes a three-part framework to increase guaranteed lifetime income solutions in workplace retirement plans.

Women are expected to inherit $30 trillion in wealth from Baby Boomers by 2030, but they remain underserved by financial advisers.

A MissionSquare Research Institute study revealed that employees who felt confident using artificial intelligence tools reported higher job satisfaction.

Annuity market sales are projected to reach $450 billion in 2025, roughly double the volume seen in 2020, due to retirement plan participants’ desire for predictable income.

Only weeks remain for advisers to guide tax-exempt 457(b) plan sponsors as they adopt amendments required by the SECURE Act and SECURE 2.0.

Corporate decisionmakers continue to make significant investments in benefit offerings to recruit and retain top executives, according to Goldman Sachs Ayco’s 2025 Executive Benefits Survey.

NorthRock acquires WGG Wealth Partners; Cetera’s network gains Pillar and a Commonwealth adviser; Beacon Pointe acquires Sensible Financial Planning; and more.

People with sound financial planning and access to a financial adviser have an increased likelihood of thriving in older age, according to John Hancock and the MIT AgeLab.

President Trump's original executive order does not amend any laws itself; it only instructs regulators to offer sub-regulatory guidance.

New BMO data reveal rising financial interdependence, as younger parents reported relying on parents while supporting their own children and aging relatives.

If all workers had access to a defined contribution plan, retirement readiness would rise to 61%, according to Vanguard analysis.

September’s investors preferred safer options as the stock market hit new highs, according to Alight Solutions’ 401(k) Index.