Retirement Trends

Advisors can serve as a bridge to address the retirement readiness gap, helping plan sponsors—and in turn, employees— be better prepared for life in retirement, according to a new Fidelity survey.

For a worker who retires at age 65 today and lives 30 years, these are the 10 worst cities for stretching retirement income now, according to the Consumer Price Index.

With the acquisition, Voya will grow its Workplace Retirement Plans, since OneAmerica serves employers and plans of all segments and sizes, including startup.

Callahan Financial, Richard Bernstein and other registered investment advisors made untrue or unsubstantiated claims or lacked required disclosures, according to the Securities and Exchange Commission.

In a report released last month, the Government Accountability Office estimated that about 10 million borrowers – more than one-quarter of the total – were behind on payments as of the end of January.

Employers should consider the following 2024 updates to SECURE 2.0; the benefits will serve as a clear differentiator within an increasingly competitive and uncertain economy.

The aging of the population has stabilized employer plan numbers for people over 65.

It's essential to connect the program to wider business initiatives (end of the year or open enrollment) and Include messages of support from the CEO to demonstrate the program's importance, recommends financial wellbeing provider nudge.