SAVVI Financial launches retirement income predictor tool
The solution helps employees navigate the complex retirement process with clearer guidance and personalized insights.
Retirement
Labor Department backs fiduciaries in 401(k) forfeiture lawsuits
The Labor Department is siding with plan sponsors in a growing wave of ERISA lawsuits challenging how forfeited 401(k) funds are used.
Why claiming Social Security at 62 isn’t a mistake
Financial advisers often urge clients to delay Social Security to maximize benefits, but new research suggests early claiming may be a rational choice.
The risky trend that’s putting secure retirement in danger
Employees at every income level can benefit from offerings that help them set aside savings, without impacting retirement prospects.
J.P. Morgan finds critical flaw in fixed retirement withdrawal strategies
Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research from J.P. Morgan shows that premise is often disconnected from reality.
This company’s retirement strategy starts with student loan repayment
Abbott has contributed $10 million toward employees' 401(k)s, even while workers pause their contributions to pay off debt.
Child-free savers are falling behind on estate and long-term care planning
New research highlights a widening planning gap among child-free savers, with lagging estate and long-term care planning exposing unique risks.
401(k) loans act as lifeline for savers facing health and housing shocks
Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, new EBRI research found.
Vanguard and TIAA launch guaranteed lifetime income solution for 401(k)s
Vanguard and TIAA's collaboration embeds guaranteed lifetime income directly into workplace savings plans.
Women face persistent headwinds as retirement challenges mount
Transamerica Institute CEO says employers can help women prepare for retirement by addressing the challenges that undermine their ability to save.
Childhood trauma linked to major retirement shortfalls, study finds
Researchers found that potentially traumatic childhood experiences, including physical abuse and parental separation, have lasting financial consequences, shaping workers' savings and retirement security decades later.
Family feuds: Advisers navigate beneficiary designation disputes
Mindful of cumbersome rules and the potential for blended-family feuds, advisers can help take the lead on keeping the peace for benefit plan participants.
Benefits Think A trifecta of solutions to close the retirement-savings gap
Trump Accounts for every child born in the U.S. from 2025 to 2028, the Saver's Match Program and auto portability represent a historic opportunity to move the needle.
Spencer Williams
Portability Services Network and Retirement Clearinghouse
Employers boost financial wellness efforts as worker stress rises
Facing high turnover, particularly among Gen Z, U.S. employers are expanding basic retirement benefits into full-scale financial counseling to cultivate appreciation and security among staff.
Medicare premiums erode Social Security COLA in 2026
Rising Part B costs will absorb much of Social Security's 2026 cost-of-living adjustment — leaving less room in retirees' budgets.
Gen Z investors are all-in on Roth. Here’s why
Generation Z is favoring Roth accounts like no generation before, new Fidelity research shows.
Anxiety drives Americans to claim Social Security early
A Schroder's expert says new data speaks volumes about the importance of building a solid nest egg before leaving the workforce.
Bank of America launches new app for retirement withdrawals
The country's second-largest bank has unveiled a digital platform for retirement decisions — not on how to save, but how to disburse those savings in a steady, sustainable way.
Congress renews effort to require 401(k) contributions by employers
Companies with 10 or more workers would have to contribute at least 50 cents per hour worked to each employee's retirement account.
Benefits Think 5 financial health design principles for workplace retirement plans
Considering expansion of employee access to retirement savings can help millions of Americans have a better chance at a financially secure future.
Matt Bahl
Financial Health Network