Ted Godbout

Transamerica recently announced that it is partnering with DWC - The 401(k) Experts to launch two new pooled plan solutions designed to streamline retirement plan management for businesses of all sizes.

Five years after enactment of the SECURE Act, new research suggests that more employers are primed to offer lifetime income options within their plans, but adoption of these products may be hindered due to a lack of “annuity fluency.”

Five years after enactment of the SECURE Act, new research suggests that more employers are primed to offer lifetime income options within their plans, but adoption of these products may be hindered due to a lack of “annuity fluency.”

What's a safe withdrawal rate? That's been the topic of debate going back several decades, as 4% generally has been considered a safe rate, but researchers at Morningstar are now recommending a lower rate based on updated assumptions.

As many Americans continue to feel the impact of inflation and high cost-of-living, Fidelity Investments' 2025 New Year's Financial Resolutions study finds that most plan to focus on living within their means and building up emergency savings.

Heading into 2024, Bob Doll predicted that the country would experience a mild recession, but while that didn't materialize, many of the Crossmark executive's other predictions did pan out.

With the new year upon us, it's that time of year when industry stakeholders offer their predictions on what trends will have a significant impact on the retirement industry. And one such report predicts that in-plan retirement income solutions will continue to rise to the forefront.

To modernize its information collection and analysis methods, the Securities and Exchange Commission on Dec. 16 adopted amendments to expand the types of filings that broker-dealers and other regulated entities must submit electronically.

The Standard recently announced that it has named Mark Christensen as the pooled employer plans sales director in the firm's Retirement Plans division.

While the sponsors likely introduced it with an eye on next Congress and a possible SECURE 3.0, bipartisan legislation in the House would provide more flexibility and clearer guidance for Americans navigating retirement savings decisions when changing jobs.