Fixed Indexed Annuities to Hold ‘Bright Spot’ in 2015
Fixed indexed annuities and immediate and deferred income annuities are showing “strong growth,” says the IRI's Cathy Weatherford.
Millennials Aren't Meeting Their Match (in 401(k)s)
Millennials are increasingly enrolling in their company 401(k), but many aren't showing up on payday for the free money.
In a First, Plan Sponsors Say Top Priority Is Retiree Outcomes
Retirement plan sponsors are taking a greater interest in their participants’ retirement outcomes, according to Fidelity's fifth annual Plan Sponsor Attitudes survey.
Navigators: How to Guide Clients Through Big Life Changes
A new certification helps advisors with the human side of guiding clients through major transitions like retirement.
4 Biggest Changes to IRAs in 2015
If you’re working in the IRA space, you need to know the four most important changes that will take place in 2015.
Why 401(k) Withdrawal Rules Are All Wrong
Conventional wisdom about how retirees withdraw assets is repeated as rote, and that’s a problem.
5 Key Economic Trends for 2015: SIFMA
Rise in GDP, a lower jobless rate and oil prices that remain low in the forecast.
30 Best Big 401(k) Plans: BrightScope
These $1 billion-plus 401(k) plans saw higher participation, deferral rates and average balances in 2014.
Sen. Hatch’s 2015 Priority: Torpedo DOL Fiduciary Efforts
Sen. Orrin Hatch, who will take over as Finance Committee chairman, says he will reintroduce his SAFE Act, which would halt DOL’s fiduciary overhaul.
Searching for Sustainable Retirement Income? Here’s an Obvious Solution
Finding the source of stability in retirement might not be as complicated as many advisors think. Our research shows why.