According to analysts, higher equity valuations and lower fixed-income yields caused them to reduce their average safe withdrawal rate from 4.0% in 2023.

Panelists speaking at the institute’s winter policy forum made the case that a strengthened defined contribution system can ...

Last month saw increased trading activity, with many mistimed flights to fixed income ahead of the U.S. election, according ...

Arthur J. Gallagher & Co. has signed an agreement to acquire AssuredPartners Inc., a partnership of insurance and employee ...

The CFP Board announced a record year for its Certified Financial Planner certification exam, with 10,437 candidates testing ...

Those aged 73 and older must take their required minimum distribution from defined contribution plans and IRAs.

The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.

The settlement, reached a little more than two months after he was fired, was about 15% of the total he was entitled to had ...

The employee benefits provider’s annual outlook also anticipates active and passive investment ‘mirroring’ in plans to ...

Systematic withdrawals are still more commonly recommended than in-plan annuities, but that may shift in coming years, ...

Bisignano’s background signals he will be more focused on seeking efficiencies and administration than any policy reform ...

On Friday, the wealth, retirement plan and adviser coaching firm confirmed that President Teri Shepherd is stepping down ...