Workers Remain Worried About Inflation’s Impact on Retirement
High inflation is among the top concerns of retirement savers, but a new survey suggests financial advice can help boost confidence.
PRACTICE PROGRESS Webinar Series: CITs and More
The 2022 PLANADVISER Practice Progress Webinar Series continues August 16 with a timely session on collective investment trusts and other investment vehicles. Join the live discussion and share your comments and questions!
Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner
Among his accomplishments, Barry won the Pulitzer Prize for commentary, although he misplaced it for several years, which is why his wife now keeps it in a secure location that he does not know about.
Learn From Income Innovators at PANC 2022
Hear UCLA Professor Emeritus Shlomo Benartzi speak about practical solutions for creating an income plan, based on his groundbreaking research into behavioral finance.
Americans’ Retirement Expectations Remain Fluid
Survey results from WTW show the pandemic has changed the way different age groups set retirement expectations.
A Capitol Hill Update With SSGA’s Melissa Kahn
Pontera and Mutual Group Launch New Partnership
The new relationship provides affiliated advisers with a simplified way to manage their clients’ retirement accounts and held away accounts from a single, secure interface.
Retirement Savers Show Confidence in Current 401(k) Model
A recent ICI survey found that a majority of Americans dislike the idea of government-controlled investment options and are confident in their ability to make their own asset management decisions.
PLANADVISER Adviser Choice Awards
PLANADVISER announces winners of annual Adviser Choice Awards, to be handed out at the 2022 PLANADVISER Industry Leaders Awards on May 3, 2022 in New York City.
Booming Markets Not Prompting Many 401(k) Trades
On average, just 0.01% of balances were traded daily in December, which is in line with the monthly average for the past year, according to Alight Solutions.
401(k) Traders Sat Still During a Tough November
Two-thirds of days during the month saw net trading activity favor equity funds over fixed income, according to the Alight Solutions 401(k) Index.
2021’s Hardships Redefine Financial Wellness Goals
With so many Americans having gone through tough times over the past two years, a new study looks at how this has affected their financial well-being and sense of the future.
Advocacy Continues for Retirement-Related Provisions in Budget Draft, Other Bills
Industry professionals who work with lawmakers in Washington say they remain hopeful that retirement security issues will be addressed in the federal government’s budget for fiscal year 2022.
Retirement Policies Feature in Draft Budget Language Going Before House Committee
Budget reconciliation legislation set for debate in Congress gives top billing to universal paid family and medical leave, but key retirement policies also stand out, including a broad mandate for employers to offer retirement plans.
Average 401(k) Equity Allocation Surpasses 70%
The latest update of the Alight Solutions 401(k) Index shows the average asset allocation to equities rose in June to the highest level in 20 years. The index shows investors were content to watch their balances rise, as there were no days of above-normal trading activity. Average net trading activity was 0.009% of 401(k) balances, down from 0.011% in May.
Enhancing Emergency and Retirement Savings Act Unveiled
The bill would encourage retirement plan participation by giving people penalty-free access to funds in the event of an emergency.
FPS, iJoin Offer Automatic Rollovers From 401(k)s to IRAs
The service is designed for small accounts with less than $5,000.
How to Prevent Retirement Plan Leakage
Educating participants about the importance of remaining committed to retirement savings and of the value of consolidating accounts is a good place to start, experts say.
Hypothetical Trade-Off Scenarios
iJoin, PenChecks Automate Force-Out IRA Processing
The firms say it can replace what has traditionally been a tedious, manual process.