Latest News

A joint Western & Southern and LIMRA study finds that 44% of respondents did not understand what a retirement income plan entails.

The Standard to roll out intellicents PEP; USAA introduces fixed-indexed annuity; SoFi Invest announces 1% IRA match; and more.

Speakers at PLANSPONSOR’s Cybersecurity livestream address vulnerabilities exposed by the MOVEit breach and offer tips on assessing partners’ defenses.

Speaker discusses ways to gauge hacking vulnerability during PLANSPONSOR’s Cybersecurity livestream.

Employees surveyed by MFS Investment Management expressed confusion about the benefits of target-date funds and a lack of confidence about their withdrawal needs in retirement.

Guarantee levels for single-employer plans will rise with inflation, but multiemployer plans are not indexed.

A veteran of cybersecurity, expert in digital threats, offered a critical assessment.

Some industry experts suggest another inflation measure could better reflect costs for older Americans. 

The proposal seeks to broaden the definition of fiduciary adviser under ERISA, though the precise wording is not yet available.

Experts discussed the SEC’s new cybersecurity rules and the importance of having an action plan at PLANSPONSOR’s Cybersecurity livestream.

The argument about ESG funds by former pilot Bryan Spence ‘runs headlong into the Supreme Court's instruction,’ according to the defendants.

Many industry experts believe there is a need for an ‘ERISA 2.0’ that includes a stronger framework for universal coverage, lifetime income, defaults and more.

Generation X women are also the least likely to have a financial plan, according to a Northwestern Mutual study.

Vestwell appoints Rettig to board seat; Star Mountain Capital names DeAngelis as senior adviser; Club Vita names Gleed as head of U.S. business development.

The company announced this week it will offer emergency savings accounts in 2024.

Fidelity Investments has revealed several best practices for employers to incorporate, bolstering access to emergency savings options and to limit early retirement-fund withdrawals.

PGIM enhances target-date funds; Pantheon announces new private credit secondaries fund; Morgan Stanley at Work launches charitable giving solution; and more.

Experts recommended maintaining regular outreach and measuring success as ways to champion a financial wellness plan. 

The plaintiff, Bryan Spence, referenced another federal court’s decision in asking a Texas federal court to deny the defendants’ motion to dismiss.  

Monthly Social Security checks will increase about $59, a lower increase than in recent years but still larger than the 20-year average.