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Financial novices are at major risk of diminishing decisionmaking capacity at the critical age of retirement, a study finds.

The new program features original video training sessions and a downloadable companion resource aimed at boosting collaboration with recordkeepers and TPAs. 

Fixed income annuities and QLACs are easier for participants to understand than other products, a MetLife whitepaper says.

A Transamerica survey found that 34% of Americans believe extending the Saver’s Credit to all filers regardless of income should be a priority for incoming President Donald J....

Uptake of the U.S. Treasury Department’s myRA savings program has been slow, but officials suggest tax time is “the right time to talk about saving with myRA.”

Janney will utilize Advicent’s NaviPlan financial planning software along with its expanded retirement income evaluation tools. 

The Social Security eSource will help advisers provide guidance to clients.

The company offers an article with a checklist for plan sponsors to use.

Voya contends its study suggests an opportunity for advisers to add value by educating sponsors about the factors that contribute to retirement readiness.

Nationwide Unveils International Small Cap Fund; First Eagle to Add Retirement Shares to Mutual Funds; BCM Expands Smart Beta Solutions; and more.

“It definitely is a generation that was squeezed the most over the past 15 years,” says one expert, speaking of the challenges facing Generation X.  

Current savings models for defined contribution plan participants should be accompanied by education about the realities of life.

More participants are placing a higher importance on income projections, Corporate Insight found.

Eighty percent of this demographic group prefers to work for a company with a 401(k) plan.

Survey data shared by Spectrem Group shows “overwhelming satisfaction” among both recent and long-term retirees with respect to their personal and financial lives after work; many could have...

The partnership is aimed at delivering “non-conflicted personalized advice” to John Hancock Retirement Plan Services clients. 

The tool now provides a graphic illustration of how much income savers will potentially need in retirement and whether they are saving enough to get there.

StoryLine, built with SPDR exchange-traded funds (ETFs), is designed specifically for 401(k) participants in adviser-sold, small-market plans.

As wellness programs take more innovative approaches that incorporate physical, mental, and financial health, advisers can stand to gain by connecting plan sponsors with the most innovative providers.

Pacific Life Launches Variable Annuity; Beaumont Capital Management Launches Smart Beta Solutions; Charles Schwab Expands ETF OneSource Series with OppenheimerFunds; and more