Retirement Trends

Callahan Financial, Richard Bernstein and other registered investment advisors made untrue or unsubstantiated claims or lacked required disclosures, according to the Securities and Exchange Commission.

In a report released last month, the Government Accountability Office estimated that about 10 million borrowers – more than one-quarter of the total – were behind on payments as of the end of January.

Employers should consider the following 2024 updates to SECURE 2.0; the benefits will serve as a clear differentiator within an increasingly competitive and uncertain economy.

The aging of the population has stabilized employer plan numbers for people over 65.

It's essential to connect the program to wider business initiatives (end of the year or open enrollment) and Include messages of support from the CEO to demonstrate the program's importance, recommends financial wellbeing provider nudge.

Four million Americans will be turning 65 every year for the next four years, which is why employers need to communicate the in-service distribution option to employees, says Joseph Roop, president, Belmont Capital Advisors.