Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
DOL Seeks Feedback on Pooled Employer Plans Under Secure Act
By Melanie WaddellLabor will use the information to decide whether to propose a new prohibited transaction class exemption.
June 13, 2020
IRS Posts Annuity Advisory Fee Letter Rulings With a TwistThe IRS showed a 1.5% annual fee cap in the old letter rulings. Officials have left the annual cap out of the new rulings.
June 09, 2020
5 Things Annuity Prospects Just Don't GetYou have no influence over the tides or the stock market. But you can shape this one other important thing.
June 09, 2020
Investors Don't Want to Shun Companies With Sustainability Issues: SurveyYounger investors in particular want their fund managers to engage with company managers to improve their practices, a survey found.
June 09, 2020
Symetra Adds Indexed Annuity: Annuity UpdateUSAA, FIDx, Milliman and Club Vita also have news.
June 09, 2020
Arizona Adopts Best-Interest Standard for Annuity SalesThe move boosts supporters of the SEC's Reg BI standard.
June 05, 2020
Why Do Some Workers Save Less for Retirement?New research from EBRI and J.P. Morgan Asset Management compares behavior among workers with similar salaries.
June 02, 2020
5 Ideas From a Retirement Expert's New Paper, for Annuity SellersOlivia Mitchell, a professor at the Wharton School, says that COVID-19 has seriously damaged defined benefit pension plans.