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ICanRetire tool now available for advisors to offer to small employers (at no extra cost)

By Lynn Cavanaugh

Now, financial advisors can offer Capital Group's ICanRetire employee engagement tool to small business owners to help improve participant outcomes and increase contributions.

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News

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

Market Insights

Health care workers aren't saving enough for retirement: Personalized planning is key

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Advisor Technology Stories

November 12, 2024

Advisors are filling the '401(k) expertise gap' to boost the confidence of retirement savers

Retirement plan participants find plan information confusing, even overwhelming, and question their own investment choices, which is why 74% of Americans want more professional help with their 401(k)s – and many are willing to pay for it, says a Pontera survey.

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November 06, 2024

Millennials are unprepared for retirement: How employers, advisors can lend support

Many millennials turn to fragmented financial information online, leading to gaps in critical areas like budgeting, investing, and planning for future goals, according to NOYACK's Millennial Wealth survey.

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November 04, 2024

80% of plan sponsors rely on advisors, as retirement landscape becomes more complex

With many plans expanding more investment options and educating participants now more important than ever, many plan sponsors are outsourcing advisory and fiduciary responsibilities, says new Morgan Stanley survey.

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October 31, 2024

Longer life expectancy, early retirement pose savings challenges

Employers should take a holistic view of their 401(k) that considers plan design, employee profile and behaviors and communication programs so that the plan can be tailored to the profile of the employees at their firm, says a John Hancock report.

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October 30, 2024

Rallying around retirement income: Advisors are educating plan sponsors

Only 58% of plan sponsors believe participants are on track with their retirement savings, which is why most (82%) advisors are recommending a retirement income solution to DC clients, according to a Blackrock survey.

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October 14, 2024

TIAA's 'Bill of Rights': A call to action during National Retirement Security Month

Leading retirement experts give their perspectives on raising awareness about the importance of planning, saving and ensuring a stream of guaranteed lifetime income for retirement in a new TIAA report.

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October 14, 2024

The rise of the millennial advisor: How AI is at the forefront of retirement planning

80% of today's advisors said they were currently using AI at their firms, and of the 20% who aren't, nearly two-thirds said they had plans to integrate AI at their firms, according to new Betterment survey.

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Advisor Technology

Top Advisor Technology Stories

ICanRetire tool now available for advisors to offer to small employers (at no extra cost)

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

Health care workers aren't saving enough for retirement: Personalized planning is key

Recommended Just For You

Advisor Technology Stories

Advisors are filling the '401(k) expertise gap' to boost the confidence of retirement savers

Millennials are unprepared for retirement: How employers, advisors can lend support

80% of plan sponsors rely on advisors, as retirement landscape becomes more complex

Longer life expectancy, early retirement pose savings challenges

Rallying around retirement income: Advisors are educating plan sponsors

TIAA's 'Bill of Rights': A call to action during National Retirement Security Month

The rise of the millennial advisor: How AI is at the forefront of retirement planning