The Assets: Retirement planning

OneDigital Rolls Out Retirement Services for Small Businesses

September 24, 2021No Comments

The new offering combines investment management of retirement plans with financial wellness and coaching.

Multiemployer Pensions Set to Run Out of Money, Despite Rescue Deal

September 24, 2021No Comments

A rescue package from President Joe Biden’s administration doesn’t address the funds being unable to earn higher return rates, FundFire reports.

Industry Lobbyists Urge More Time on DOL’s Fiduciary Rule

September 24, 2021No Comments

Sifma, the U.S. Chamber of Commerce and others want an extension of a temporary enforcement policy on exemptions.

Targeting Single Female Clients? Here Are Some Tips

September 16, 2021No Comments

Commonwealth Financial Network's Heather Zack says advisors should help single female clients become confident with their finances so they can take the next step.

House Committee Approves Compulsory Retirement Plans Bill

September 10, 2021No Comments

The new measure would require rather than recommend that employers with more than five employees set up automatic retirement savings plans.

Americans Less Likely to Switch Jobs, Work Into Their 60s

September 9, 2021No Comments

There's also a sharp increase in how much of a salary increase they’d need to switch jobs, according to data from the New York Federal Reserve cited by Bloomberg.

Want to Connect with Retirement Plan Participants? Get Rid of the Jargon

September 8, 2021No Comments

Industry professionals use terms that are common to them but confusing for retirement plan participants, according to an Empower Institute report.

Self-Directed 401(k) Assets Jump 22% YoY: Schwab

September 3, 2021No Comments

Charles Schwab says Generation Xers are more likely to have advised accounts than either millennials or baby boomers.

Majority of Retirees De-Risk After Rollovers, Spend According to RMDs

August 27, 2021No Comments

A recent study by JPMorgan concludes that 401(k)s need to have a “prudent” amount of risk at retirement to avoid locking in possible market losses during rollovers.

Schwab Rolls Out Automated Guide for 401(k) Savers

August 25, 2021No Comments

My Financial Guide aims to cut through financial jargon to asses employees' financial goals and provide a step-by-step plan to achieve them.