Small-Business 401(k)s Follow Large-Plan Trends: Vanguard
Vanguard has released its small-business-focused How America Saves report, which found small 401(k) plans are mirroring trends seen at larger companies.
No Social Security COLA in 2016: Higher Medicare Premiums for Your Clients
Center for Retirement Research points out that some retirees will bear the brunt of higher Medicare Part B premiums due to their higher income.
Northern Trust Hires Ex-Mercer Exec, Behavioral Finance Expert
Northern Trust Asset Management has hired former Mercer and World Bank executives to help build out its retirement solutions business.
Workers More Serious About Their 401(k)s Than Hitting the Gym: Schwab
Ninety percent of plan participants in a Schwab survey said they would think twice before taking a job without a 401(k) plan.
Pension Buyouts Up 700% in Q2
With help from Kimberly-Clark, buyouts reached a second-quarter record of nearly $4 billion, LIMRA reported.
Mercer’s Conaway Replaces Salisbury as EBRI Chief
"EBRI has the capacity to shatter myths and preconceptions" with its "unparalleled reputation, databases and talented research team," Conaway said.
Retirement Confidence Dips; Workers Not Counting on Social Security
In a wide-ranging study from Transamerica, 14% of younger respondents see work as their primary income source in retirement.
Servicemembers Favor Permanent, Not Temporary Life Insurance
Permanent life insurance ownership among members of the military has increased seven points over the last year, according to First Command Financial Services.
Social Security at 80: 8 Savings Strategies to Share With Clients
Whatever happens to Social Security, it's more important than ever to use all the savings strategies at your disposal.
IUL: A Nontraditional Way to Allocate Retirement Assets
Indexed universal life insurance (IUL) can combine the risk protection elements of bonds with equity market participation and access to tax-free cash later in retirement.