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'Help U.S. Retire': Industry trade group launches grassroots campaign to put Congress on alert

By Lynn Cavanaugh

A new Investment Company Institute national ad campaign attempts to mobilize 120 million Americans "to protect retirement savings" by urging Congress to extend the 2017 Tax Cuts and Jobs Act, set to expire at the end of 2025.

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Charles Schwab & 11 other firms fined $63M by SEC, in 'off-channel' texting crackdown

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SEC fines 2 Robinhood broker-dealers $45M over data breach, trade reporting violations

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January 16, 2025

Construction firm Bechtel wins 401(k) 'excessive fees' lawsuit, again

A federal judge has dismissed – for the second time – a lawsuit against Bechtel Global that alleged the $5.7 billion plan's default managed account investment led to excessive fees and subpar returns, arguing that a target date fund would have been a better alternative.

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January 16, 2025

Employers can improve financial security by offering emergency savings

You are demonstrating support for the entirety of your workforce by recognizing their individual financial circumstances and offering benefits that address them.

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January 14, 2025

Biden's final student loan forgiveness? 150,000 borrowers get $4.2B in debt cancelled

On Monday, President Biden cancelled student loan debt for borrowers who attended schools that defrauded students, those with permanent disabilities and public service workers, bringing his total cancellation to $183 billion.

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January 13, 2025

American Airlines breached fiduciary duty by prioritizing ESG goals, in 401(k) lawsuit

A federal judge in Texas ruled that American Airlines violated its ERISA duties by not focusing "on the best financial benefit" for its 401(k) plan, in the biggest victory yet in a case involving ESG investing.

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January 08, 2025

SECURE 2.0: What provisions will most employers be adopting in 2025?

Only 5% of employers allow student loan matching in their 401(k)s, but prevalence is expected to increase in 2025, while there is minimal interest among employers in the $2,500 emergency savings option, according to a new Alight survey.

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January 08, 2025

Ditch the 4% rule: 3.7% is the new magic number for retirement withdrawals, says Morningstar

Retirees seeking the highest level of lifetime income should consider a combination of delayed Social Security filing and a flexible withdrawal strategy, according to a new Morningstar report.

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January 07, 2025

Inflation and family caregiving squeeze retirement plans

According to the study, 78% of pre-retiree respondents expressed concern over inflation's effect on their retirement income.

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'Help U.S. Retire': Industry trade group launches grassroots campaign to put Congress on alert

Charles Schwab & 11 other firms fined $63M by SEC, in 'off-channel' texting crackdown

SEC fines 2 Robinhood broker-dealers $45M over data breach, trade reporting violations

Recommended Just For You

Advisor Sales Strategies Stories

Construction firm Bechtel wins 401(k) 'excessive fees' lawsuit, again

Employers can improve financial security by offering emergency savings

Biden's final student loan forgiveness? 150,000 borrowers get $4.2B in debt cancelled

American Airlines breached fiduciary duty by prioritizing ESG goals, in 401(k) lawsuit

SECURE 2.0: What provisions will most employers be adopting in 2025?

Ditch the 4% rule: 3.7% is the new magic number for retirement withdrawals, says Morningstar

Inflation and family caregiving squeeze retirement plans