Retirement Advisor

Companies need to prioritize outreach to low- and moderate-income workers, who are disproportionately less likely to participate in workplace retirement plans, according to a new report.

From an attempt to override the veto to a legal challenge by Republican state attorneys general in 25 states, the political issues surrounding Labor's ESG rule will continue to swirl for the foreseeable future.

For the first time, a majority of workers (51%) said they would consider converting a portion of assets into a lifetime-guaranteed annuity for retirement, according to a new survey.

After eight consecutive rate hikes, the Federal Reserve raised interest rates again on Wednesday, pushing the federal funds rate to the highest level since 2007.

While the new retirement law offers unique opportunities for employers, companies need to consider how much value employees will place on the new savings vehicles, such as automatic enrollment and emergency savings.

Women investors are bracing for the worst and are expected to see increased economic uncertainty, high inflation, and a delayed retirement over the next few months, according to a new advisor survey..

Pres. Biden rejected legislation that would have blocked the new DOL rule allowing retirement portfolio managers to weigh climate change and other environmental issues in their investment decisions,

Retirement advisors are ecstatic about SECURE 2.0, with 95% of advisors supporting the new legislation.